Adding a Field to a User-defined Form

The Manage user-defined forms to display and collect data permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Forms

  1. Click a user-defined form.
  2. Select a field from the Field Chooser list.
  3. Drag and drop the field in the desired section.
    Adding more than one field to a column is not supported.
  4. Edit the properties of a field by selecting the field and scrolling to the Selected Element Properties section at the bottom of the form.
  5. Click Save.