Manage custom form templates
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- 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
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