--- title: Editing Survey Form/Note Form Fields and Settings in the Form Management Folder description: To edit either the details of a survey or its questions, find the data collection that contains the survey, and click its name to open it.  Then click the name of the survey to open it.  --- [Skip to content](https://support.clearimpact.com/en/editing-survey-/-data-tool-details-or-questions#main-content) English Show submenu for translations [Contact Support](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en) [![Clear-Impact-Logo-Wide-Tagline-RGB.png\]](https://support.clearimpact.com/hs-fs/hubfs/images/Clear-Impact-Logo-Wide-Tagline-RGB.png?height=40&name=Clear-Impact-Logo-Wide-Tagline-RGB.png)](https://support.clearimpact.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](https://support.clearimpact.com/en/kb-tickets/new) - [Help Desk](https://support.clearimpact.com/en/kb-tickets/new) [Help Desk](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en) Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.clearimpact.com/en?hsLang=en) 2. [Compyle Documentation](https://support.clearimpact.com/en/compyle-documentation?hsLang=en) 3. [Data Collection](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#data-collection) # Editing Survey Form/Note Form Fields and Settings in the Form Management Folder ## How to Adjust the Questions, Form Logic, and Response Settings for Survey Forms and Note Type Forms Survey and Note Forms  can be edited to meet evolving needs. Keep in mind that any new fields added to a survey form will be added to future survey instances but not to any completed or in progress instances.  To edit either the details of a survey or its questions, first find the data collection category for that survey form. ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-08-26-4194-PM.png?width=227&height=395&name=image-png-Oct-27-2025-05-08-26-4194-PM.png) Find the data collection that contains the survey, and click its name to open it.  ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-08-50-1916-PM.png?width=688&height=364&name=image-png-Oct-27-2025-05-08-50-1916-PM.png)   Then click the name of the survey to open it.  ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-09-11-7669-PM.png?width=688&height=385&name=image-png-Oct-27-2025-05-09-11-7669-PM.png)   This opens the [Survey Form Management Folder](https://support.clearimpact.com/en/survey-forms-survey-overview-folder?hsLang=en). ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-12-07-3137-PM.png?width=688&height=558&name=image-png-Oct-27-2025-05-12-07-3137-PM.png) To edit the fields and sections on the survey form, select the **Question Fields tab** at the top. Then select the **Edit Questions button**. ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-41-31-9393-PM.png?width=800&height=324&name=image-png-Oct-27-2025-05-41-31-9393-PM.png) To add or edit survey questions, click **Edit Questions**. Field types cannot be changed once a field has been saved to a form. Also, new fields will only appear on new survey instances and will not be added to in progress or completed survey instances. In editing mode, you can drag and drop to rearrange fields and move them to other form sections. To edit a specific field or section's settings, click the **Edit** icon. ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-52-58-5999-PM.png?width=688&height=330&name=image-png-Oct-27-2025-05-52-58-5999-PM.png)  You can also add new questions and new sections. Each section must have at least one data entry field (not just a description field). ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-54-33-8117-PM.png?width=688&height=278&name=image-png-Oct-27-2025-05-54-33-8117-PM.png)   When editing a question, you can change the text of questions and answers, but the question type cannot be changed. You can also make a question required, enable numerical values for options, enable calculations, delete options, or archive the entire question.  #### Fields no longer needed for data entry If a field has ever been used to collect data, the field should be **hidden or archived** rather than deleted in case the field is needed again in the future.  - Hidden fields can be used in compylations, scorecard feeds, and in data exports. - Archived fields cannot be in added to data exports.   When finished editing questions, save your changes. The **Save Changes button** can be found at both the top and bottom of the list of fields and sections. ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-59-26-5253-PM.png?width=697&height=455&name=image-png-Oct-27-2025-05-59-26-5253-PM.png)   On the [Form Management Folder](https://support.clearimpact.com/en/survey-forms-survey-overview-folder?hsLang=en)'s Settings tab, you can change the survey’s name, description, or frequency, make it private, or change its data collection or [public form](https://support.clearimpact.com/en/public-forms-1?hsLang=en). (The public form is filled out by participants not already set up in the system, who [receive a survey instance URL](https://support.clearimpact.com/en/notifying-participants-of-a-survey-/-data-tool-instance-via-url?hsLang=en).) You can also choose whether respondents will see a confirmation message upon completing the survey or be redirected to a URL. If you make any changes, click **Save** at the top of the settings section. ![](https://support.clearimpact.com/hs-fs/hubfs/image-png-Oct-27-2025-05-45-19-0135-PM.png?width=652&height=868&name=image-png-Oct-27-2025-05-45-19-0135-PM.png) See Also: - [Survey Forms and Note Forms - Form Management Folder](https://support.clearimpact.com/en/survey-forms-survey-overview-folder?hsLang=en) - [Form Logic Rules: Conditional Logic for Survey Forms and Note Forms](https://support.clearimpact.com/en/form-logic-rules-conditional-logic-for-survey-forms-and-note-forms?hsLang=en) - [Note Type Forms & Standard Notes](https://support.clearimpact.com/en/note-types-1?hsLang=en) - [Public Forms: Custom Participant, Household, Organization, & Anonymous Intake Forms](https://support.clearimpact.com/en/public-forms-1?hsLang=en)   - [Scorecard Documentation](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#main-content) - [Getting Started](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#getting-started) - 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