Where to view and edit form details


Where to view form details 

Open the Custom Forms module and select a form from the list. Click on the item’s name to open its Form Detail Page. The view displays the item summary.

The left part of the page shows form details such as Assigned to Taskboard, Entries, Shared With, Created by, Is Confirmation Email Enabled, Is Tracking Enabled, Form Owner, Last Shared With, Last Activity By and Confirmation Option. On the right, you can preview the form. Above the form, a navigation menu allows you to access Design, Preview, Entries, Shared with, Users and Settings.


How to edit existing Form Details

Open the Custom Forms module and choose an item from the list.

Click on its name to open the Form Detail page. Click the Edit Form Details button.

An editable version of the form will open. Edit the form as required and click Save, Save Draft or Submit.

custom forms form details

Didn’t find what you were looking for?

Contact us and we’ll build the right solution for you. Vault Synapse can be fully customized based on your business needs.