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Edit a Standard Form

You can add fields, sections, and tabs to standard form types, such as cases, profiles, parties, and user profiles, using the Form Builder. The standard form fields can be “static” or “dynamic”:

  • "Dynamic” fields are the text boxes, buttons, picklists, etc. that have been added by a user with the Form Builder. They can be edited or deleted any time after the standard form published. See the fields labelled "2" in the screenshots below in the example party and case forms.
  • All other fields are “static” because they are standard to the form and cannot be edited or deleted. System-generated fields, such as the “Created Date” for a case, are static. See the sections labeled "1" in the screenshots below.

All static fields of the form are located in locked containers on the Form Builder to prevent errors.

Dynamic and static fields on the case and party form layouts.

To edit a standard form, click its row on the Forms page to load it in the Form Builder. Refer to the Use the Form Builder article for details on adding fields, tabs, and sections to standard forms. After you publish the standard form in the Form Builder, General Users will see your updated form when adding or editing records of that standard form type.