How do I create a Form?

To create a form go to: Tools → Forms → Form Type Setup

1. Click ‘New’.

2. Enter the name for the new form in the ‘Name’ field.

3. Click the ellipsis to choose which item the form will be related to.

4. Select which item(s) the form is related to and click ‘OK’.

5. Choose when the form expires (most commonly used is “never”).

6. Click ‘Apply’.

7. Now that the form has been saved you can choose the Display Locations.

8. Click on the diagonal black arrow.

9. Click ‘OK’ to save.