Design the Form with Custom Fields

From the Master Designer, you can customize the form to your needs. You can simply drag and drop fields to design the form.

To Add Custom Fields to the Form

Step 1: On the Form designer page, drag and drop the fields to the place on the page where you’d like to design your new form

Step 2:  Click on the field to display the Properties

Step 3: Specify the Name, Label, and other attributes as needed

Step 4: Save your settings

Result: The created form displays in the master Forms list view

Related Tasks

Auto Complete Fields for Form Submission

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields 

Create a Custom Module Record

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Setup Workflow for the Custom Form

Design the Workflow and Publish

Import Master and Custom Modules

Place Master and Custom Module within Menus

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields

Auto Complete Form Fields