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 |