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Workflow displays a list of all available forms that you can insert into the page layout. To search for a form by name, type the name of the form in the search box, and then click Search.
Forms are a combination of custom and standard fields, and UI components that you configure using the Form Designer in the Reusable Forms workspace. Forms are a convenient way to group commonly used fields, such as account address information, so you can reuse it in multiple various actions. See Forms for more information.
Important: If a form includes a standard field that is not allowed to be added to a Form Designer page layout, you will not be able to add the form to the page layout. Available standard fields vary by action type.
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To add a form to a page layout:
Workflow enables you to configure these settings on a Form you add to a page layout:
We do not allow you to edit individual fields on a Form you add to a page layout, but we enable you to convert the form to individual fields that you can then customize. When you convert a form to fields, we do not retain any images or style settings that were added to the original form.
To edit the form properties:
If you want to convert the Form to individual fields, click this link that appears at the top of the Form configuration window: If you want to modify fields of this form, click here to split it into its fields.