Edit a Form
Learn how to access additional form actions and manage attachments.
Additional Actions
A. Additional actions - Click the menu icon to display the form context menu, which contains additional actions such as Add to Visual Task Board, Export, and Create Favorite. The available options vary by form and may depend on your user role and which applications are installed.
Shortcut to Add an Attachment
A. Drag and drop a file anywhere on the form to add it as an attachment.
Removing an Attachment
- Click Manage Attachments to open the Attachments window.
- Select the check box by any attachments you would like to remove.
- Click Remove.