Edit a Custom Form

PREREQUISITES:

  • The Custom Form security function must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Custom Form.

TIP: You can filter the list of records displayed. See Filter Records or Filter Custom Forms for more information.

  1. Click Edit on the Custom Column panel.

  1. On the New/Edit Custom Configuration panel, make any changes as needed.

  1. Click Save.

To continue editing a custom column, follow these steps:

  1. Select it from the Custom Column panel.
  2. On the Apply Configuration panel, use the drop-down lists to designate which template components the custom fields in the column displays on.
  3. Click Save.