Forms

concept australia Updated Sep 10, 2026 1 min read migration-forms.md
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Learn how the Workspace form functions with CRM Workspace.

The form is the user interface where agents do most of their work. Workspace form configurations work without modification in CRM Workspace, but the configurations may affect the functioning of your CRM Workspace.

Form parameters

Form mapping doesn't directly correspond between workspace form components and CRM Workspace form components. Workspace components are hard-coded with the form and incorporate everything on the form including the form header, UI action bar, Activity stream, the sidebar, etc. In CRM Workspace, these features are separate components.

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