Use more form options

Select more form options to use additional functionality on your Workspace form. You can export a form, reload a form, copy a URL or Sys ID, and show the form XML.

Before you begin

Role required: agent

Procedure

1. Select the menu icon () on a form.
2. Select the form functionality you want from the More form options menu.
   • Toggle Annotations Off/On: Select to toggle form annotations.
   • Reload form: Select to reload the form.
   • Export: Select to export the form to a PDF or XML export type. Orient your PDF export to a portrait or landscape output.
   • Copy URL: Select to copy the form URL to the clipboard.
   • Copy sys_id: Select to copy the sys_id to the clipboard. This action is only available for admins.
   • Show XML: Select to show the document tree of the form. This action is only available for admins.
   • Personalize form: Select to personalize your form by adding or removing fields you wish to display.
3. Note:

   Right click actions are only available upon clicking the form header.
   To utilize right click actions in your workspace, right click the form header.
   The jump to section navigation and more form options list appears.
4. You can also jump to a section by right clicking the header or using the More form options menu.
   • Incident
   • Notes
   • Related Records
   • Resolution Information