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.

About this task

To import a form:

Procedure

Start the Designer.
Check out the schema to receive the imported data.
In the Workspace, expand Record Types or Record Types - Stateless.
Right-click the Forms folder of that record type and click Import Form.
In the Import Form window, select the file containing the form, and click Save.

What to do next

After importing the form, reassign fields to controls, if necessary.