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Viewing and editing app-wide Configuration settings for Forms

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How you view and edit the app-wide Configuration settings for Forms is determined by the version of the Soapbox administrator your site has: Soapbox Lightning, Soapbox Engage Classic, or Soapbox CMS Classic.

I have the Soapbox Lightning Administrator with...
  • Contextual menu with App Launcher waffle to the left of the navigation
  • White and blue color scheme with penguin avatar in upper right
  • Soapbox Engage User Account module at the top of the right column of the home page

screenshot-lightining-thumbnail.png

I have the Soapbox Engage Administrator with... I have the Soapbox CMS Administrator with...
  • Main menu with no drop down options
  • Forms link in the main menu
  • Forms Pages module in the left column of the home page
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Menu link in the main menu
  • Icons for managing content in the left column of the home page
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Lightning administrator:

To view and edit the app-wide Configuration settings for Forms, you can either a) click the gear icon in the upper right of the Forms Pages module on the home page; or b) click the App Launcher waffle to the left of the navigation bar. In the App Launcher popup, do any of the following:

  • Click the Forms app tile and then click the Configuration tab in the page that loads;
  • Scroll to the All Items section of the popup and click Forms > Configuration; or
  • Type "Forms" in the search field and click Forms > Configuration in All Items in the results.

For Soapbox sites using the Soapbox Engage Classic administrator:

To view and edit the app-wide Configuration settings for Forms, click Forms in the main menu. In the Forms Control Panel, click the Configuration tab.

For Soapbox sites using the Soapbox CMS Classic administrator:

To view and edit the app-wide Configuration settings for Forms, go to Components > Salesforce Dashboard > Forms in the main menu. In the Forms Control Panel, click the Configuration tab.

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