Manage custom form templates

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Table of Contents

Manage custom form templates

Release version:
Vancouver
Yokohama
Xanadu
Washington DC
UpdatedAug 3, 2023
2 minutes to read

Vancouver
Navigation and UI

The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.

Manage custom form templates by creating, editing, and deleting templates.

Before you begin

Create a custom form template that fits the workflow of a customer or activity. Custom form templates enable you to retrieve a form with the fields you want to save time resolving the workflow. They can also be edited to adapt to new demands or similar cases.

Form templates can also be domain aware. For more information about specifying a domain for your form template, see

Role required: agent

About this task

Custom form templates are controlled by group assignments.

Procedure

In Workspace, select a record.
Select the Template icon (^{) in the contextual side panel.}
^Two lists display in the contextual side panel. All displays all available templates, and My Templates displays your custom form templates.
Create a custom form template.
1. On the Templates pane in the contextual side panel, select the plus icon ().
2. Enter a name for your custom form template.
3. Select the fields you want for your template and delete the ones you don't want.
4. Select Save.
Select the option icon () to Edit or Delete a template.
Templates that are deleted can't be retrieved.