Using Existing Forms

You can also get the ready-made ‘Form’ layouts that are configured from the CRM. By selecting the Use Existing option, you will get all the ready Form layouts (CRM Object views) and you can edit the Fields as well.

 

Once you select any ‘Form view’ from the Existing Forms drop-down, you will get the fields of that specific form view that are configured from the Salesforce CRM. You can select Existing CRM Fields for Add, Edit, or Detail page as per the Form type.

 

You can add/remove the Fields as per your requirement. You can drag & drop the fields from the list on the right side and you can remove any Field by clicking on the ‘delete’ icon.

 

By editing any Field, you will get the Field related options to display to the portal users in the customer portal.

 

 

 

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