If you have permissions to view records of a certain form type, you can access a form record's details by clicking a record row in the Forms grid (see Forms Grid Page) or via a case under the Forms sub-tab of the Activity tab see View a Case's Details.

Form's Page Features

The following section will cover common details on a form's page, as illustrated in the screenshot below using a sample form type called “Interview”.

1. Case number: the number of the case associated with the form.
2. Form number: a number is generated to identify the form record for the case. For example, if you added another interview record for the case, it would be 2024-002/2.
3. Edit button: click the Edit button to change the form details. See more details in the Edit a Form Record section of this article.
4. Link button: click the Link button to see all linked records to the form. See more in the Link a Form Record section of this article.
5. Options button: access additional form actions, including "View Record Source" and "Delete" options (see details in the View Record Source and Delete a Form Record sections of this article respectively). 
6. Details: information gathered when the form record is created. See Add a Form Record for more information. 

Edit a Form Record

You can edit the details of a form record from its page. If you have permission to edit form records, use the following steps to make updates: 

1. Click the Edit button on a custom form's page.
2. The custom form's page will now be in edit mode. Use the text boxes, picklists, radio buttons, and other data input options to update the information in the form fields.
3. When you have completed your changes, click the Save button.

Link a Form Record

You can link a form record with another record, such as a party, note, or file, for the same case to show a connection. For example, you could link a form record to one of the case's emails to show that the task resulted from the email conversation. You can link a form record to another record from its page using the following steps:

1. Click the Link () button on the form record's page.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how the records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. In the grid, you will see all the case's records to which you have access. Select one or more records to which you want to link to the form record. You can link up to 50 records with the form record at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The system will create the links in the background. When they have been created, the links you added will be displayed on the form record's page, the other record's page, and the case's page under the Links tab.

Refer to Link a Case's Records for details on editing and deleting record links.

Delete a Form Record

If you need to permanently remove a form record, you can delete it from the form's page directly. Click the Options () button, then select "Delete".