How to Edit/Delete a Custom Form Template?

Created by techpride15 Lakshmi, Modified on Mon, 28 Oct, 2024 at 4:46 AM by techpride15 Lakshmi

You can edit a custom form template or delete a custom form that is no longer needed.  

1.  Navigate to Documents Custom Form Templates


The Custom Form Templates page is displayed.


2.  Select the custom form template you wish to edit or delete from the Switch dropdown list.


The custom form template is displayed.  

3.  Click icon.


The Custom Form Template dialog is displayed.



4.  Make the necessary changes to the fields as needed. 

5.  Click Save. 


The template is updated.


Note:  To delete a custom form template, click Delete.


The Confirmation dialog is displayed.



On clicking OK, the Custom Form template will be deleted.

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