From Control panel, select Settings, then open the Blueprint tile menu and select Forms library.

Before building forms, define your data model in Custom fields manager, and use Fields library to configure labels, help text, and field behavior.

Add a New Form

1. Select the target Record type, then select Add.

2. Enter a Form name and confirm available options, including Record type, Review stage (for Review forms), Request type (for Request forms), and optional Copy from.

3. Select OK to open the Manage form page.

4. Select Add section and choose a section type:

   • Regular

   • Wire transfer

   • Coding

   • Coding (Read only)

5. Complete section details, select OK, and select Add field to place fields in each section.

6. When configuration is complete, select Save and close.

Note: Required fields are marked with an asterisk (*).

Note: The Wire transfer section is available on Request, Organization, and Payment forms only. It is maintained as a full block, and its labels and prompts cannot be modified.

Modify an Existing Form

1. Select the target Record type in the left panel.

2. Find the form, open its menu , and select Open.

3. Update the form, then select Save and close.

Assign a Form to a User or Group

1. Select the target Record type in the left panel.

2. Find the form, open its menu , and select Assign to.

3. Select users and groups, then select Save.