Build a Form

The following step-by-step guide will show you how to create a new form.

1. New

Click on the Form tab and then click on New.

2. Object

Identify the primary object to be used for this form.  

3. Record identifier

The system will add the object identifier field to the form.

4. Items tab

Click on the Items tab in the form builder.

5. Fields

Drag and drop all the fields you want to have on the form.

6. Field properties

Click on each field and set their properties.

7. Conditional rules

Add conditional rules if needed to dynamically determine (as the user enters data) which fields show and which fields are hidden.

Add related lists.

9. Additional components

Add additional components.

10. Run

Click Run to see what the form looks like.

11. Save

Save the form.

12. Attach to step

Optionally attach the form to a step in the process builder.

13. Add to tabs

Or make the form available to your users by…

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