Adding custom form

This action requires that you have 'Add custom forms' permission enabled in your access level.
To add a custom form, use the following steps:
- Click Custom Forms on the main menu.
- Click 'Add custom form' (
).
- Type a name for the custom form in the top text field.
- Type a brief description of the form.
- Click the 'Add field or label to the form' button (under Design your form).
- Use the pop-up box to select a field or control to put on the form.
- Repeat step 6 to add all the fields and controls you need to the form.
- Rearrange the fields on the form by drag-n-drop using the handle that each field has at its left-hand side.
- If needed, edit any field by clicking the pencil button at the right end of it. See more about editing form fields here.
- If a field needs to be deleted use the X button at the right end of it.
- Click 'Preview' to see how the form looks like.
- To save the form, click 'Save'.
Form Access List
Now that the form is saved, you can add records to it, or select users to whom the form is available.
- Under Specify who can access this form, click 'Add users or teams' to add users given access to the form. Default value: Everyone (available actions: Add records).
- Click the pencil button on the right to edit actions available to each user in the list.
- To save the form, click 'Save'.