How to Utilize Undo and Redo in Forms & Surveys

Introduction

In our continuous effort to improve user experience and efficiency within our CRM, we are excited to introduce a significant update to our Survey and Form Builder: the addition of undo and redo functionality. This guide is designed for users of all levels, aiming to enhance your form and survey customization process. Whether you're a seasoned marketer or new to the platform, this feature is set to streamline your workflow, saving you time and enhancing the accuracy of your creations.

Overview of Undo and Redo Functionality

The undo and redo feature allows you to effortlessly navigate through your editing actions, offering up to 20 steps of history to backtrack or advance through. This addition is particularly beneficial for:

Efficient Editing: With a simple click, you can undo or redo changes, making the editing process smoother and faster.
Enhanced Precision: This feature gives you the power to meticulously adjust your forms and surveys, ensuring every element is exactly as intended.
Time-Saving Capability: Avoid the frustration of manual corrections. Quickly revert or apply changes, significantly reducing the time spent on adjustments.

Step-by-Step Guide to Using Undo and Redo

Accessing Forms and Surveys:

Navigate to the left menu and select "Sites."
Click on "Forms/Surveys" to start a new form or survey or to edit an existing one.

Utilizing Undo and Redo

Once in the Survey and Form Builder, you'll notice the new undo and redo buttons.
To undo an action, simply click the undo button. Each click will take you one step back, up to 20 actions.

To redo an action, click the redo button. This will advance you one step forward in your action history, following an undo.

Practical Applications and Examples

Correcting Mistakes: Accidentally deleted a question or changed a color scheme? Use the undo feature to revert your changes effortlessly.
Experimenting with Design: Not sure if the new layout works better? Make changes and use redo and undo to compare and decide which option suits your needs best.

Troubleshooting and FAQs

Q: What if I need to undo more than 20 actions?

A: The current limit is set to 20 actions to balance performance and functionality. For extensive edits, we recommend saving your work periodically to avoid any loss of progress.

Q: Can I use keyboard shortcuts for undo and redo?

A: At this moment, undo and redo actions need to be performed using the on-screen buttons. Keyboard shortcuts are a potential future enhancement.