Configure a form to show special handling notes
Display special handling notes on a form, such as the Case form, in either a form list or a pop-up window.
Before you begin
Role required: sn_shn.admin
Procedure
Navigate to a form such as the Case form.
Right-click the form header and select Configure > Form Layout.
The system displays a pop-up window that gives you the choice to use Form Builder or continue with the following steps. Selecting Try Form Builder opens the Form Builder tool in a new window. For more information, see Accessing Form Builder.
Select Not Now on the pop-up window.
Select one or both of the following choices from the Available column and move it to the Selected column.
- Special Handling Notes List
- Special Handling Notes Pop Up
- Select Save.
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