Right-Click Menu: Manage Form Fields

This menu allows you to add entity fields to your form tasks and display them in multiple ways. The hierarchy of creating forms is

  1. Role

  2. Person Entity/Entity Group

    1. Entity Groups that are set as single (not multi) in CRM entities can be separated and repeated within a task.

    2. If the entity group is set to multi, each instance it appears in a task will result in a separate/partial entity entry.

      1. It is better to group all entities in the same section.

  3. Wrappers

    1. You can put fields side by side with a vertical setup and/or simply group fields together to show/hide them all based on another field value.

  4. Entity Fields

Modified on Tue, 19 Sep, 2023 at 1:16 PM

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