Form - General Tab

The General tab contains information about the form and where the form is saved.

Feature Description How to use it
Name

The name of the form

There may be restrictions in the characters you can use, or the length of the name that you can specify. For more, please see the K2 Knowledge Base article KB002544- Item Naming: Known Restrictions and Limitations
Type the name of the form
Description The description of what the form is used for, for example to create new customer records Type a brief description of the form
Category The category where the form is to be saved Select a category by clicking the ellipsis