RecDesk Director Online Help

Creating and Modifying FlexForms

 
Adding new FlexForms and modifying existing ones begins on the The Forms List page. To add a new flexForm, click on the Start New Form button. To modify and existing FlexForm, simply click on it from the Form List page and click the Edit Form button.
 
 
Prerequisites - Before adding a FlexForm, you should create Form Types that are appropriate for you organization. See FlexForm Settings.
 
 

Adding FlexForm Elements

 
 
 
 
For a full list of Element types, see flexForm Elements.
 
 

Moving a FlexForm Element on a Form

 
 
 
 
 

Editing a FlexForm Elements on a Form

 
Click on the Element in the body of the form to highlight it
 
 
 
 
 
 

Deleting a FlexForm Element

 
 
 
 

Saving a FlexForm