Importing forms

You can import a form into a record type and the fields associated with the form are mapped to the fields of the selected record type.

To import a form:

  1. Start the Designer.
  2. Check out the schema to receive the imported data.
  3. Expand the Record Types or Record Types - Stateless folder.
  4. Right-click the Forms folder of the selected record type and click Import Form.
  5. In the Import Form window, select the file that contains the form, and click Finish.
After importing the form, reassign fields to controls, if necessary.

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