How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add,
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How many types of different layouts can be set for form You can design the portal layouts for the different entities to display into the customer portal. You can design
How to create new form using form builder Navigate to the Templates to design and create a generic template for the different pages. If the design and layout of the
How to create new form using form builder You can create a Form for any other entity. By clicking on the + Create button, a popup will appear where you
How to duplicate existing form You will get all the created ‘Form’ records on the Form page. Among those, you can easily duplicate the existing list as per the requirement.
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