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Updated on 5/22/2019
Workflow Documentation
Fields & Forms Menu
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Fields & Forms Menu

Quick Links


Workflow provides the Fields & Forms menu group on the administrator's Setup menu. This menu group enables you to create and configure custom fields, priority fields, forms, default action settings, and custom actions.

Forms are a combination of custom and standard fields, and UI components that you configure using the Form Designer. Forms are a convenient way to group commonly used fields, such as account address information, so you can reuse it in multiple various actions.  

Use the quick links above for detailed information.