Use the Personalize Form menu

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Personalize Form menu to add or remove fields from your view.

    Vorbereitungen

    Role required: workspace_user

    Prozedur

    1. Open a record in your instance.
    2. From the form header, select the Additional actions icon () or right-click the form header.
      The More form options list opens.

      More form options personalize form.

    3. Select Personalize Form.
      The Personalize Form dialog box opens.

      Personalize form card.

    4. Select fields you want to view and deselect fields you don't want to view.
    5. Select Update Form.