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 2024-002/7.
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. 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). 
5. 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.

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".