Custom Forms (menu)

EP Help General > Menus & Controls

The Custom Forms menu consists of 1 item and a list of available active forms, as follows:





Manage Custom Forms (header)

Opens the Custom Forms screen

For this menu item to be available, you need ‘Manage all custom forms’ permission enabled in your role

List of available active custom forms

1. Click the name of the form to access all its records. You can edit, delete, convert records to projects or activities, or export to CSV.

2. Click the 'Add' button to add a record to the form.