Forms & Surveys: Inline Editing

Build Forms Faster with Inline Editing

This article shows you how to use the Inline Editor to make real-time text changes directly inside the form builder preview. With no need to open side panels, editing labels, questions, and options is now faster, easier, and more intuitive.

What is the Inline Editor?

The Inline Editor lets you click and edit text fields, labels, and options directly inside your form or survey—right from the live preview. Instead of navigating to the settings panel for each element, simply click on the text you want to change, type your edits, and see updates instantly.

Key Benefits of the Inline Editor

Inline Editing removes unnecessary steps and gives you a more intuitive editing experience:

• Click and edit instantly without opening the settings panel
• Preview your changes live in real-time inside the builder
• Save time editing common elements like placeholders, button labels, and multiple-choice options
• Edit forms and surveys with the same streamlined workflow
• Reduce friction and speed up form creation, especially when making frequent updates

Richer Inline Editor for Text, Headings, and Terms & Conditions

Richer formatting improves readability and brand consistency without custom code. Apply emphasis and sizing directly where you type, then preview instantly.

What you can format:

• Text & Headings: bold, italic, underline, font size, color
• Terms & Conditions: edit with the same inline editor, including placeholder text

How to use:

1. Select a Text, Heading, or Terms & Conditions element in the builder
2. Click into the content to reveal the inline editor toolbar
3. Apply formatting (e.g., bold, size, color), then review the preview

Mobile-Specific Text Content

Tailoring copy for small screens boosts clarity and conversions. Use shorter headlines or alternate placeholders that fit limited space on parents' phones.

How it works:

Use the device toggle to switch to Mobile, then edit the mobile text. Desktop and Mobile content are managed separately to avoid overwriting. If the Mobile text is empty, it falls back to your Desktop version.

How to Use the Inline Editor

Make changes directly in the builder using a simple click-and-type workflow that updates instantly.

1. Open the Form or Survey Builder

Navigate to your form via Sites Forms (or Surveys if applicable), and open the builder.

2. Click on Any Text Element

Find the label, placeholder, dropdown option, radio button, or button text you want to update. Simply click on the text.

3. Type & Update Instantly

Start typing to replace the text. Your changes appear immediately within the preview—no need to save or refresh.

4. Continue Editing Other Elements

Repeat the process for any other elements. You can edit labels, multiple-choice answers, CTA buttons, and more throughout your enrollment form.

5. Save & Publish

Once all updates are complete, click Save to lock in your changes and Publish when you're ready to share the form with prospective families.

Inline Editing Capabilities

Inline Editing is available across all core form and survey elements, giving you flexibility no matter the content type:

• Text Fields: Edit field labels and placeholder text directly
• Dropdowns: Click and type to change dropdown options
• Checkboxes & Radio Buttons: Update choice labels in place
• Buttons: Click to edit call-to-action (CTA) button text
• Header Text & Paragraphs: Make quick copy changes without opening the settings sidebar

Pro Tip: You can now place the cursor anywhere inside a formula to edit inline—Arrow, Home, and End keys are supported for easy navigation.

Frequently Asked Questions

Is inline editing available on all form types?

Yes! Inline Editing works across forms and surveys.

What can I edit inline?

You can edit field labels, placeholder text, button labels, dropdown items, checkbox and radio options, and more.

Can I still use the settings panel?

Absolutely. The settings panel is still available for advanced configuration. Inline Editing is an additional option for faster updates.

Do I need to enable anything to use Inline Editing?

No setup is required. Inline Editing is live and available by default for all users.

Will my changes be saved automatically?

Changes appear in real-time, but you'll still need to click Save to commit updates.

Related Articles

• How to Create a Parent Inquiry Form
• How to Use Embedding Options for Forms

Next Steps

• Try editing an existing enrollment form using the new Inline Editor
• Explore different element types to see how inline editing speeds up your workflow
• Combine inline editing with conditional logic and custom styling for powerful, branded forms