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1. Select Setup> Select Form Options under Forms. The Form Options screen is displayed.
   
   
   
   

2. Select the FormTypes tab. All the current form types are listed in the grid.

3. Click 

4. Complete the form type details as required.

   Field	Description
   Form Type	Enter the name for the form type. E.g. ‘Travel Request’.
   Short Name	Enter the short name for the form type. E.g. ‘Travel’.
   Prefix	Enter the prefix for the form type. E.g. ‘T’.
   Description	Enter the description for the form type. E.g. ‘An employee travel request form that is required to be completed prior to all company related trips’.
   Single User Access	Enabling this setting with restrict the editing access of a form instance to one user at a time. Other users who try to access a form that is currently locked will view it in 'Read-Only' mode.
   Active	Select whether the form type is active. If this tick box is unselected, the form type will be inactive and unusable.

   
   

5. Click . The grid is updated with the new form type.

   
   If any of the default form types do not apply to your organisation, you can disable them by clickingand unselecting the Active tick box, followed by clicking 
   
   

6. Repeat Steps 3-5 to add additional form types.

Video Guide:

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