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Search for an Existing Custom Form
Search for an Existing Custom Form
< 1 min read
To access:
Setup> Custom Forms
In the Search Criteria: start typing the name of the item
Click the GO button to view the list of Custom Forms
The Grid displays the narrowed list of existing items in the drop-down
How to Use Published Forms
Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)