Back to Tour LibraryCreating Forms

Creating a Form

Inside a workspace, switch to the Forms Tab and click on New Form.

Choose the folder or parent record where new requests should be stored and then select the Type of the record you want to accept as a form.

Configure if the form is shared with guests (who need to login to access the form) or shared as a public link.

Placeholder for creating a Service Request form

Creating a form from an existing Type.