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.
8. Related lists
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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