Using the Form Manager list view

Use the Form Manager list view to view a list of quick forms and access with the Web Form Designer.

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To access the Form Manager list view, you can select Administration, and select Form Manager on the Navigation Bar. A list of quick forms are displayed. SeeQuick forms

Access a quick form in the Web Form Designer.

  • To access with the Form Manager list view, find the name of the form you require to modify and select it. For example, AccountContacts.
  • Alternatively, you can browse to a Web Client view such as Account Details and view its component quick forms directly. Click Edit Form icon in the toolbar of the form. The advantage of this method is you do not require to know the name of the quick form. See Form designer - working with forms