Creating a Form

Note: When an object is created, the system will automatically create a default form for this object. If you intend to create additional forms, please follow the steps below.

  • Navigate to the Application Menu  on the top right of your screen and select Administration.
  • On the left hand menu -> Locate Resources -> Objects.
  • Search for and double click your Object name
  • On the right hand side of your screen, locate and click the + Form button
  • This will create a new form in Form Builder 
  • Click the Name at the top of the form to edit the name as per your requirements
  • Add fields and related objects to the form
  • Click Save when done.