Configure a form to show special handling notes

task brazil Updated Sep 10, 2026 1 min read t_ConfigFormToShowOnScreenAlerts.md
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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

  1. Navigate to a form such as the Case form.

  2. 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.

  3. Select Not Now on the pop-up window.

  4. 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
  5. Select Save.

Related topics

Special handling notes

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