Use personalize form
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- UpdatedAug 3, 2023
- 1 minute 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.
Select personalize form to add or remove fields that appear on your form view according to your preferences.
Before you begin
Role required: agent
Procedure
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Note: You can also utilize right click actions, and right click the form header to display More form options list.Select the menu icon (
) on a form.
- Select Personalize Form from the More form options list.
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- Select Update Form to submit your changes.