Custom forms are completely configurable by System Administrators, including the form layout, tabs, and fields. Records that are submitted using a custom form will function like all other child forms in the system, meaning that users with the appropriate permissions will be able to complete the following actions to or with custom forms:

• Add custom forms for a case.
• Save and copy custom forms.
• View custom forms on the associated case.
• View custom forms in the Forms grid.
• Edit custom forms’ details.
• Delete custom forms.
• Report on data collected in custom forms.
• Populate custom form data into documents from generated templates.
• Export custom form configuration data.

To begin creating a custom form:

1. Click the Add Form button on the Forms page. 
2. The New Form pop-up will be displayed, where you can fill in the following fields:
   1. Caption: enter a unique name for the form.
   2. Caption Plural: enter the plural version of the form’s name. 
   3. Form Type: choose “Custom” in the picklist. If you want to add a data form to auto-populate form sections, see Set up a Data Form.  
   4. Show on Intake: toggle to display the custom form on the New Case form, so users can add custom forms when they submit a case. 
   5. Show on Portal: toggle to display the custom form on your application's external portal, so portal reporters can add custom forms when they submit a case.
3. Click the Save button to proceed to the Form Builder.

The “Case” field will be added to the custom form by default, as all custom forms must be child records of cases. Refer to the Use the Form Builder article for details on adding and editing fields, tabs, and sections to your custom form. After you publish the custom form in the Form Builder, General Users will be able to create records using the new form.