Deploying Custom Forms
After you have previewed a custom form, edited its layout (if necessary), and tested it thoroughly, you can deploy the upgraded form into the accounts of all users.
After you deploy a custom form, you will notice that its status on the Upgrade Checklist changes to Deployed. You will also notice that all links to the form are removed from the Upgrade Checklist. After a custom form has been deployed, if you want to access the form to make further changes, you will access the form through the custom forms list page (Customization > Forms > Transactions Forms (or Entry Forms). The Upgrade Checklist is used to facilitate the form deployment process only. It is not meant to be used to access forms that have been deployed.
To deploy custom forms:
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Go to the Upgrade Checklist:
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Go to Customization > Forms > Transaction Forms [or Entry Forms] [or Entry Forms].
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On the forms list page, in the message area at the top, click the Upgrade Checklist link. If you have already upgraded forms in your account, the link in the message area is called Return to Upgrade Checklist.
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In the Upgrade Checklist, in the Deploy Options column, click the Deploy Form link for the custom form you want to deploy.
After clicking the link, notice that the status for the form changes to Deployed.
After you have deployed a custom form, the form will be available in the accounts of all of your end users. If the custom form you deploy is currently set as the “Preferred Form” for all users or for users with specific roles, your users will begin using this form immediately after it is deployed.