Saving Personal Forms

If you modify an existing Personal Form, you can click either the Save or Save As icon. Clicking Save updates the original Personal Form with the changes. Clicking Save As requires you to enter a new name for the Personal Form so that you have the original Personal Form as well as new Personal Form with the updates you made.

If you close the Personal Forms Manager without saving it, all the changes that you made to the form are cancelled.

After you save the Personal Form, it appears on the Name drop-down list under the personal category. If you have permission to publish, you can request that the Personal Form be published, which moves the Personal Form to a pending approval state for approval by your administrator. After the Personal Form is approved for publishing, it appears under the shared category.