Access the Guided Designer: Settings editing mode simply by clicking Settings at the top of you page while editing any form or workflow. Settings mode displays the Form/Workflow Properties wizard, which is intuitive and organizes logical groupings of related properties in a single UI with multiple tabs. Hover over any field on any tab for a helpful hint about the property. Links to the documentation are also provided. Refer to Edit Settings to see how it works.

Edit Settings

Form/Workflow & Doc Actions

Form/Workflow Style Properties



Check out this 7-minute video for an overview of Form Settings!