Change or create new form

You can create a form or change the content of a form.

Before you begin

Role required: personalize_form

Procedure

  1. Navigate to the form.
  2. Right-click the form header and select Configure > Form Design.

    The form design interface opens in a new browser tab or window.

  3. (Optional) At the top of the Form Design:
    1. Select the table for the form.
    2. Select a form view to change, or click New to create a form for the selected table.
    By default, form design displays the form layout for the currently selected table and view.
  4. Modify the form as desired.
  5. Click Save.