Add same field in Multiple forms RRS feed

  • Question

  • I have multiple forms i want to add one complete section from form 1 to form2.  How can i do that?
    Thursday, June 27, 2013 1:34 PM


All replies

  • Hi, Follow the below procedure for form1 and form2

    Go to settings -> Customization -> select entity which you want ex: account -> Forms -> open the form -> go to insert tab(above) -> add the columns

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    Thursday, June 27, 2013 1:53 PM
  • Hi,

    Thanks for your answer  however it will not solve my issue. Your answer says how to add section or coloumn in each individual form.

    My question is

    Example: In account Entity i have 2 forms 1. information 2. client with two different security roles. In the information form i.e form 1, I have one section named Features in that section there are 6 fields(attributes).  Now i want the same section with same fields to be added on my 2nd form client.


    Thursday, June 27, 2013 3:48 PM
  • There is no quick way of doing this you need to manually add these fields and new section to your second form.

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    Thursday, June 27, 2013 4:43 PM