Overview
Data Entry Forms control which fields appear when entering data in Form View, Grid View, or Script View.
Step 1: Open Forms
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From the EveryAction Home page → Data Entry → Forms
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If your menu looks different, use Search for a page to find Forms.
Step 2: Create a new form
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Select Add New Form.
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Enter a Name, Description, and Use Option.
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Select Save.
Step 3: Add fields to the form
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Select fields from the Form Fields Toolbox (left column).
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Choose field attributes.
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Select Add Elements to Form.
Step 4: Adjust and save
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Select Show Toolbox to add more fields
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Drag fields to the bottom to remove them
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Use Add Row or Delete Last Row to resize
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Select Save when finished.