Configure a form to show special handling notes

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Display special handling notes on a form, such as the Case form, in either a form list or a pop-up window.

    Before you begin

    Role required: sn_shn.admin

    Procedure

    1. Navigate to a form such as the Case form.
    2. Right-click the form header and select Configure > Form Layout.
      The system displays a pop-up window that gives you the choice to use Form Builder or continue with the following steps. Selecting Try Form Builder opens the Form Builder tool in a new window. For more information, see Accessing Form Builder.
    3. Select Not Now on the pop-up window.
    4. Select one or both of the following choices from the Available column and move it to the Selected column.
      • Special Handling Notes List
      • Special Handling Notes Pop Up
    5. Select Save.