Use the Personalize Form menu

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Use the Personalize Form menu to add or remove fields from your view.

    시작하기 전에

    Role required: workspace_user

    프로시저

    1. Open a record in your instance.
    2. From the form header, select the Additional actions icon () or right-click the form header.
      The More form options list opens.

      More form options personalize form.

    3. Select Personalize Form.
      The Personalize Form dialog box opens.

      Personalize form card.

    4. Select fields you want to view and deselect fields you don't want to view.
    5. Select Update Form.