What is a Form

• From Records
  • A form displays fields from Records:
• View and Edit
  • Users can view and edit the record data
• Header Icons
• Form context Menu:
  • Addition actions specific to the form, including Save
• Paperclip:
  • Attach files to the form
• Activity Stream:
  • Real time of activities
• Personalize Form:
  • Show or hide non-mandatory fields
• Asterisks:
  • Mandatory fields Prior to save