The Form Design Dashboard provides access to the design, workflow, security, settings, and related resources for a selected form.
To open it:
- Open the application in the Application Designer.
- Select Forms.
- Select the required form.
Dashboard Options
| Option | Description |
|---|---|
| Design | Edit the form’s fields, sections, components, and layout. |
| Workflow | Configure workflow stages, buttons, routing, and actions. |
| Security | Configure record, field, section, and workflow-button security for each role and workflow stage. |
| Views | Create and manage views and reports associated with the form. Existing views are listed below the option. |
| Emails | Create and manage Email Templates associated with the form. Existing templates are listed below the option. |
| PDF Reports | Create and manage PDF Templates associated with the form. |
| Import Records | Create or update records by importing data from a CSV file. |
| Triggers | Create and manage triggers that run actions automatically. |
| Settings | Configure the form name, Record ID, unique fields, layout, record behavior, and roles allowed to create records. |
| Anonymous | Configure external access to the form when anonymous access is enabled. |
| SLA | Define service-level time targets for applicable workflow stages. |
| BigQuery | Configure form records to write to a connected BigQuery dataset. This option is available only when BigQuery integration has been enabled for the client. |
Additional Controls
| Option | Description |
| Launch Form | Opens the form so it can be tested or used to create a record. |
| Edit Name or Description | Use the edit icons beside the form name and description. |
| More | Opens additional form-management options such as Duplicate, Export Fields to CSV, and Delete Form. |
The resources and options displayed can vary according to the user’s permissions and the features enabled for the client.
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