View, Edit, or Delete a Form Record
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 the sample form type “Evidence”.
- Case number: the number of the case associated with the form.
- Form number: a number is generated to identify the form record for the case. For example, if you added another evidence record for the case, it would be 2024-002/2.
- Edit button: click the Edit button to change the form details. See more details in the Edit a Form Record section of this article.
- Page menu: access additional form actions, including "View Record Source" (see details in the View Record Source section of this article).
- Delete button: click to delete the form record. See more details in the Delete a Form Record section of this article.
- 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:
- Click the Edit button on a custom form's page.
- 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.
- When you have completed your changes, click the Save button.
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 Delete button at the top right of the page.