Form Include Type

This article demonstrates how to create an Include Form.

Create an Include Form

Setup → Forms

1. Select New

2. Enter data into the fields

3. Click Apply 

The example below represents an Include Form for Property Collection Data

1. Locate the Form Fields section

2. Click New

3. The Form name will auto populate

4. Enter data in the required fields

5.  Click Save

6. Repeat this step if additional Identifiers are needed

1.  After Save is clicked, the page will return to the Form Page

2. Click Apply

Review the Include Form

1. Open an account

2. Locate the new Include Form in the account page

3. Enter data

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