Use the Personalize Form menu

Use the Personalize Form menu to add or remove fields from your view.

Before you begin

Role required: workspace_user

Procedure

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.

   

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

   

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