Edit a custom form

Last update: 2023-07-20
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You can edit information on a custom form after the form is attached to an object.

  1. Navigate to the object for which you want to edit information on the custom form.
  2. Click [Object type] Details in the left panel.
  3. Expand the custom form by clicking the arrow next to its name.
  4. Click a single field in the custom form to go into edit mode on that field. You can also click the Edit icon in the upper-right corner to edit all custom forms or edit sections of the custom forms.
  5. Type information in a single custom field, even if required fields in other custom forms on the object are not yet filled out.
  6. Click Save Changes.

Task Details window showing a custom form being edited

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