Form Builder

Navigate to the Design ->  Form Builder to design & configure the Form layout for the add/edit and the detail page of different Objects. You can design the dynamic layout of any Object form using the Salesforce CRM fields. You can design the layout of the form page of the portal. By clicking on the “Form Builder”, you will navigate the Form Builder page list.

 

1. By selecting the listing record(s), you can duplicate or delete the record(s).

 

2. You can filter and search the specific form records by clicking on the ‘Filter’ icon.

 

3. You can ‘preview’ the Form view design by clicking on the ‘eye’ (preview) icon.

 

You can filter the form listing records by inserting the “Title”, “Status”, “Owner”, “Object”, and “Date”. After inserting the title and/or selecting details, click on the Apply button to filter the listing.

 

By clicking on the ‘preview’ (eye) icon, you can preview the designed list view record.

 

You will get the actions by clicking on the ‘ellipsis’ icon of the individual record. You will get some options to edit the Form record, Delete, Duplicate, and move to Draft (or move to Publish).

 

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