Edit a Form

You can change the properties of forms and form elements.

To edit a form:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Form Design.
  3. On the Form Design page, select a form.
  4. In the Form Editor, add, edit, and delete form elements.
  5. When you are done editing the form, select Validate to make sure there are no new errors or critical issues that would prevent it from running properly.
  6. Select Save or Publish.

Last Published Tuesday, May 21, 2024