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Change or create new form

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Change or create new form

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

Before you begin

Role required: personalize_form


  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.
    Create new record in Form Designer

    By default, form design displays the form layout for the currently selected table and view.

  4. Modify the form as desired.
  5. Click Save.