Use the Personalize Form menu

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Use the Personalize Form menu to add or remove fields from your view.

    始める前に

    Role required: workspace_user

    手順

    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.