You can select which fields are available on each form
To set the fields for a form:
The fields in the Available Global Fields column are fields that are not currently used by the form.
To add a field to the form, click on the field in the Available Global Fields column, then click on the Add button. To remove a field so that it is no longer used by the form, click on the field in the Fields Used By This Form column, then click on the Remove button.
A new field can be added by clicking on the Add Global Field button. Review the Fields Help section for details about adding a new field.
Removing and Re-adding Fields to a Form
When a field is removed from a form, all values in that field in the records created using that form will be removed. If later the field is re-added to the form, the field's value in all records created using the form will be set to its default (the old values from before the field was removed will not be preserved). Values of the field in records created using other forms will not be affected. Please review the information about the effects of adding/removing fields on a form in the Fields and Forms section.
Add a User Pulldown to a Form with Existing Records
When a pulldown configured as a user pulldown is added to a form with existing records, you will be prompted to set the value of the user pulldown in the existing records. Please review the Set User Pulldown Values for Existing Records section of the Fields and Forms section for details about the available options.
Editing Field Properties
The fields that are used by a form can have Global Field Properties or be modified such that they have different properties when the field appears in each form. Global Field Properties are the properties set for the field in the Fields section.
To edit a field's properties from the Fields section of a form:
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