Forms Customization is where administrators manage form settings and reusable content in Community Development. This guide explains how to navigate Forms Customization and manage the shared content used in forms and system messages.
Who can use this feature?
System Administrators | Container Administrators
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.
How to Navigate Forms Customization
Forms Customization includes tools that help administrators manage form-related content in one place. Understanding these areas helps keep headers, signatures, system emails, and form relationships consistent and up to date.
Navigation is the first step to making updates in the right place. Knowing where each option is located helps administrators find the correct area without changing the wrong form setting.
How to Manage Headers and Signatures
Headers and signatures help keep form content consistent and professional. Managing these items in one place can save time when the same content is used across multiple forms or letters.
Note:
For a tutorial and written instructions, view Customize Form Headers & Signatures.
How to Manage Content for System Emails
System email content supports messages sent from Community Development. Managing this content helps make sure users receive clear and accurate messages from the system.
Note:
For a tutorial and written instructions, view Customize Content.
How to Create Form Relationships
Form relationships help connect forms to other forms or related records in the system. Creating the right relationships helps forms appear and work as expected during the record process.
Note:
For a tutorial and written instructions, view Form Relationships.
Knowledge Check
This Knowledge Check includes 5 questions based on this article. Select the arrow next to each question to reveal the answer. You can review the article at any time while completing the Knowledge Check.
Question 1: What is Forms Customization used for?
Answer: Forms Customization is used to create and manage forms, letters, notices, email content, headers, signatures, and other documents in Community Development.
Question 2: What is the difference between a form and a letter?
Answer: A form is typically a fillable document that users can complete or interact with. A letter is typically a generated document that is not fillable, such as a notice letter, placard, or approval letter.
Question 3: What is a form relationship?
Answer: A form relationship links a form to a specific record type or use. This helps make sure applicants see the correct application when they apply for that record type.
Question 4: What does the Main Header Landscape control in Forms Customization do?
Answer: The Main Header Landscape controls the logo that appears on letters and notices for external documents. This helps keep documents consistent and aligned with the agency’s branding.
Question 5: What is the Content section used for in Forms Customization?
Answer: The Content section is used to update the wording for some of the automated system emails that are sent from the system.