Edit Form Properties

Change the name of a form, specify the object that is associated with and whether it displays on the home page for that object.

1. Click Admin > Forms.

2. In the Forms Builder page, click the icon to the left of the Name.

3. Click Edit Form Properties.

4. Complete or edit the fields:

   • Name

   • Object Type

   • Comments

   • Is Default: Select whether the form is available for use.

   • Is For Mobile Devices?: Select whether the form is to be used on a mobile device. When selected, this limits the form to 20 fields. Dependent fields and fields that use the object browser are not supported when selected.

   • Show Only on Mobile?: Only display the field on a mobile device.

5. Click Submit.