Using the Form Manager List View
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The system administrator and users with the appropriate role can access these features. |
Use the Form Manager list view to view a list of quick forms and open them with the Web Form Designer.
Open the Form Manager List View
- On the Navigation Bar, click Administration, and then click Form Manager.
A list of quick forms displays.
Open a quick form in the Web Form Designer
- To open with the Form Manager List view, find the name of the form you want to edit and click it. For example, AccountContacts.
- Alternatively, you can browse to a Web Client view such as Account Details and open its component quick forms directly. Click Edit Form
in the toolbar of the form. The advantage of this method is you do not need to know the name of the quick form. Tell me more...
What are Forms, Views, Controls, and Data Fields?
