Importing forms
You can import a form into a record type and the fields associated with the form are mapped to the fields of the selected record type.
Before you begin
Procedure
To import a form:
- Start the Designer.
- Check out the schema to receive the imported data.
- Expand the Record Types or Record Types - Stateless folder.
- Right-click the Forms folder of the selected record type and click Import Form.
- In the Import Form window, select the file that contains the form, and click Finish.