Manage Form Sections

Changes to form types will be reflected in all existing and new form type instances on the account.

The following procedures are provided below:

Add Form Sections

Form sections display as tabs in the form instance of the user interface.

It is recommended that you create at least one section. If you do not create a section, all fields will be entered in the “Default” section which is labeled Custom Fields on the form when you fill it out.

To add sections to a form

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Sections link under the form you want to edit.

    3. The Sections tab displays.

  3. Click Add New Section.

    4. The Edit Form Section(s) page is displayed.

  4. Enter a name for the section in the Section Name field.
  5. Click Save.

Edit Form Sections

Form sections can be edited by making changes to the name or description of the section.

To edit the sections of a form

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Sections link under the form you want to edit.

    3. The Sections tab displays.

  3. Modify the name or description of the desired section by typing directly into the field.
  4. Click Save.

Delete Form Sections

To delete the sections of a form

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Sections link under the form you want to edit.

    3. The Sections tab displays.

  3. Click the Delete link of the section you want to remove.

    4. You are prompted for confirmation.

  4. Click OK.
  5. Click Save.