Using forms in Configurable Workspace

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

    • Learn how to use form features on a Configurable Workspace record page.

    Use the Personalize Form menu
    Use the Personalize Form menu to add or remove fields from your view.
    AI field recommendations
    Use AI field recommendations for a list of top recommendations or to fill fields automatically.