Prerequisites

  How to Create a Custom Form

Follow the Steps below to know How to Create a New Form Entry for a Client

1. Select a Client >> Click on >> Click on Full History tab >> Click on Form Entry

2. Select a Form Owner Type >> Select the Form to Use >> Select the other details as required >> Click on KO


Note : The share link can be used to send the form to a client via email. For more information please refer to : Sharing the Link

3. Fill in the form as required >> Click on Save

4. Tick Form Entries >> Get Data

5. The new Form Entry is displayed >> click on to edit the Form Entry


Updated:25-Jun-25

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