Overview
From the Activities screen you can manage the forms your team uses without leaving the page. You can edit an existing form, create a new one, or start a completely custom form from scratch, all from the form controls in the top-right corner. This keeps form maintenance close to where you review the data those forms collect.
Before You Start
You need access to the Activities area and permission to manage forms. Decide whether you want to edit an existing form or build a new one before you start.
How to Manage Forms in Activities
- On the Activities screen, click the form icon in the top-right corner.
- Edit an existing form by clicking the pencil icon on the form.
- Create a new form by clicking the plus (+) icon in the top-right corner.
- Click Create From Scratch to start building a new custom form from scratch.
Tips and Things to Know
- Create From Scratch lets you build a form with exactly the fields you need.
- Editing from here keeps form upkeep close to the data it collects.
- For the full range of form options, the Forms area offers deeper configuration.
- Use the pencil icon to quickly adjust an existing form.
Frequently Asked Questions
Yes. Use Create From Scratch to start a new custom form with your own fields.
Open the form controls with the form icon, then click the pencil icon on the form.
It’s the same forms; the Forms area offers the full set of configuration options, while this is a convenient shortcut.