Standalone Form

This article demonstrates how to create a Standalone Form,

How Do I Create a Standalone Form?

Setup → Forms

1. Select New

2. Enter data into the fields

3. Click Apply

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

How do I Test the Standalone Form?

1. Open an account

2. Locate the new Standalone Form in the account page

1. Click on the Standalone form to enter relative information needed

2. Click Save

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