Editing Consultation Details

After a consultation is created, you can update its details at any time from the Details tab. Changes to most fields can be made regardless of the consultation's current status, with one exception: the consultation URL cannot be changed once the consultation has been published.

Opening the Details Page

1. Go to Consultations in the main navigation.
2. Find your consultation in the table and click its title, or click the ellipsis menu (⋯) and select Edit Consultation.
3. The Details tab opens. The consultation is shown in read-only view by default.

Editing the Consultation

1. Click Edit Consultation in the top right of the page.
2. The fields become editable. Make your changes across any of the sections described below.
3. Click Save Changes to apply. A confirmation bar also appears at the bottom of the page when changes are detected.

To discard your changes, click Cancel.

Note: If you navigate away with unsaved changes, your browser will prompt you to confirm before leaving.

Consultation Details

• Title: the name of the consultation.
• URL: the slug used in the consultation's web address. This field is locked once the consultation has been published.
• Short Description: a summary shown in listings and previews. Maximum 500 characters.
• Description: the full description, edited using the rich text editor.

Consultation Access

• Open Date: the date from which the consultation accepts responses.
• Close Date: the date on which the consultation closes. Must be after the open date.
• Allow anonymous participation: when enabled, respondents do not need to sign in to the hub before submitting a response.

Contact Details

• Name: the primary contact for this consultation. Required.
• Email: the contact's email address. Required.
• Role: the contact's job title or role.
• Team Name: the team or department the contact belongs to.
• Phone Number: a phone number for the contact.

Supporting Documents

To add a document while editing:

1. Click or drag and drop a file into the Upload Document area.
2. Word (.doc, .docx) and PDF files are accepted. Maximum 20MB per file.
3. Edit the Display Name field to change what respondents see.
4. Click the save icon (floppy disk) next to a document to save a display name change.
5. Click the delete icon (bin) to remove a document.

Links

To add a link while editing:

1. Enter the full URL in the Add Link field. Include the protocol (e.g. https://www.example.com).
2. Optionally enter a Link name.
3. Click Add Link.

To update or delete an existing link, use the name input field or the bin icon next to the link. Click the save icon to save a name change to an existing link.

Interests

If your account uses a consultation hub, the Interests sidebar panel lets you tag the consultation for categorisation. Type in the Add Interest field and select or create an interest. Click the x on a chip to remove it.

Branding

The Branding (or Custom Branding) sidebar panel lets you set a logo, favicon, and primary color for the consultation's public page. See Creating a Consultation for details on these fields.

Enable the Custom Branding toggle to override the hub's default branding. Disable the toggle to revert to hub defaults: any uploaded logo, favicon, or color will be cleared on save.