Adding custom forms

EP Help General > Custom Forms

 

pencil

This action requires that you have 'Add custom forms' permission enabled in your role.

 

To add a custom form, use the following steps:

 

1.

Click Custom Forms on the header menu.

2.

Click 'Manage custom forms'.

3.

Click 'Create custom form'.

4.

Type a name for the custom form in the top text field.

5.

Type a brief description of the form.

6.

Click the 'Add field or label to the form' button (under Design your form).

7.

Use the pop-up box to select a field or control to put on the form.

8.

Repeat step 6 to add all the fields and controls you need to the form.

9.

Rearrange the fields on the form by drag-n-drop using the handle that each field has at its left-hand side.

10.

If needed, edit any field by clicking the pencil button at the right end of it. See more about editing form fields here.

11.

If a field needs to be deleted use the X button at the right end of it.

12.

Click 'Preview' to see how the form looks like.

13.

To save the form, click 'Save'.

 

Now that the form is saved, you can add records to it, or select users to whom the form is available.

 

1.

Under Specify who can access this form, click 'Add users or teams' to add users given access to the form. Default value: Everyone (available actions: Add records).

2.

Click the pencil button on the right to edit actions available to each user in the list.

3.

To save the form, click 'Save'.

 

 

 

Related links: