---
title: "Multi Instance Form"
slug: "multi-instance-form"
updated: 2024-02-20T18:36:37Z
published: 2024-02-20T18:36:37Z
canonical: "docs.interprose.com/multi-instance-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Multi Instance Form

This article demonstrates how to create a Multi instance Form,

Warning

It is recommended to work on form updates outside of productive time frames.

### Create a Multi-Instance Form

**Setup -> Forms**

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/setup%20forms(2).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A21Z&se=2026-10-31T17%3A38%3A21Z&sr=c&sp=r&sig=3zCmo89ZCnubP%2Fxht1SUwyPISelCM8EipbLfebMeKAk%3D)

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*

**![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/multi%20instance%20forms(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A21Z&se=2026-10-31T17%3A38%3A21Z&sr=c&sp=r&sig=3zCmo89ZCnubP%2Fxht1SUwyPISelCM8EipbLfebMeKAk%3D)**

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:

| Identifier | Field Type |
| --- | --- |
| Reference Name | String |
| Reference Contact | Text Area |
| Reference Type | Select |

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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/multi%20instance%20form%20field(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A21Z&se=2026-10-31T17%3A38%3A21Z&sr=c&sp=r&sig=3zCmo89ZCnubP%2Fxht1SUwyPISelCM8EipbLfebMeKAk%3D)

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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/property%20reference%20form.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A21Z&se=2026-10-31T17%3A38%3A21Z&sr=c&sp=r&sig=3zCmo89ZCnubP%2Fxht1SUwyPISelCM8EipbLfebMeKAk%3D)

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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Multi%20Instance%20save.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A21Z&se=2026-10-31T17%3A38%3A21Z&sr=c&sp=r&sig=3zCmo89ZCnubP%2Fxht1SUwyPISelCM8EipbLfebMeKAk%3D)

Read More!

[About Forms](/v1/docs/about-forms-1)

A Multi-instance Form is accessible from the account sidebar and can store more than one record of the same type of information associated with a single account.

See **Form** definition for additional information.