Use personalize form

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Select personalize form to add or remove fields that appear on your form view according to your preferences.

    Before you begin

    More form options personalize form.

    Role required: agent

    Procedure

    1. Note:
      You can also utilize right click actions, and right click the form header to display More form options list.
      Select the menu icon (Menu icon.) on a form.
    2. Select Personalize Form from the More form options list.
    3. Personalize form card.
    4. Select Update Form to submit your changes.