Multi Instance Form

This article demonstrates how to create a Multi instance Form, 

Create a Multi-Instance Form

Setup  -> Forms

To illustrate how to create a Multi-Instance Form, we will use Property References as an example. 

1. Select New

2. Enter data into the fields

3. Click Apply

Note in the example below, Allow Multiple Instances Per Type is marked True

To illustrate the next process, we will incorporate three Form Fields into the Form Page. 

For this demonstration, on Step 5 use the example Identifiers listed in the table below:

1. Click New

2. The Form name will auto populate

3. Enter data in the required fields

4.  Click Save

5. Repeat this step if additional Identifiers are needed

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

2. Click Apply

Test the Multi-Instance Form

1. Open an account

2. Locate the new Multi-Instance Form in the account sidebar

1. Click on the Multi-Instance Form to enter relative information needed

2. Click Save

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