Edit Form Template

If you're an admin viewing a form as an end-user (i.e., outside the admin settings), you can quickly access a form's settings by clicking the Edit Form Template link at the bottom of a page. 

Clicking this link will display the form's Edit Configurable Form page, where you can make changes as needed. When finished, clicking the Done button will return you to the previous page.

The Edit Form Template link will not be visible if:

  • You're not an administrator.
  • You're viewing a default form (the auto-generated form that displays all the components added to an object type).
  • You're viewing a default form selected in your role's Workflow Permissions for the object's current state.The "Select a default form for this state for this role" dropdown menu in the workflow permissions.