Start Customizing Form

You can start customizing a form by opening it in design mode process in 3 ways:

1. From the Main App Page

Specify a list and select the form you want to customize. For more information, see Main App Page.

2. From the List View Page

Select the Customize Rich Forms option on the List View ribbon.

Customizing Lightning Forms

3. From the Form Page

Click Edit Page action in the Settings menu of the form page.

!Note: This will only allow further customizing the form using Lightning Forms features if the form has previously been customized by one of the other above ways.

After you perform one of the above actions, the form is opened in design mode and you can start customization using the Lightning Forms Editor features:

Field
Group
Tabs
Toolbar
Rich Text Box