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Change which projects a Custom Form is used across

Change which projects a Custom Form is used across

Owned by Matt Kepple
Nov 22, 2021
1 min read

You can change the projects that a Custom Form is used across (i.e. a Case Form or a Contact Form that uses Custom Forms)

Steps

  1. Go to the Manage Custom Forms page

  2. Press the Preferences button next to the Custom Form you want to edit

  3. You arrive on the Add Custom Forms to Projects page

  4. Type in the name of the project(s) you want to add

  5. Press Save

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