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Admin > Data Migration

Add, Edit and Manage Custom Forms

Modified on: Mon, 16 May , 2022 | 11:56 AM

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1. On the main navigation, click Admin and Data Migration.
   
   
   
   
2. Click on the option for Custom Forms.
3. Here you will see a list of all custom forms currently available.
4. You can edit an existing form by clicking on the gear icon associated with it.
5. To create a new one, click Add New.
   
   
   
   
   
   
6. Add a Title.
7. Select the Entity you would like to create the form for in the drop down.
8. Add a Description (End-user facing).
9. Select the field/s you would like to add to the form.
10. Click Submit to save!
11. Custom forms created can be assigned via the gear icon for each entity.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.