Use the Personalize Form menu

task brazil Updated Sep 10, 2026 1 min read use-personalize-form.md
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Use the Personalize Form menu to add or remove fields from your view.

Before you begin

Role required: workspace_user

Procedure

  1. Open a record in your instance.

  2. From the form header, select the Additional actions icon () or right-click the form header.

    The More form options list opens.

    [Omitted image "more-form-options-personalize-form.png"] Alt text: More form options personalize form.

  3. Select Personalize Form.

    The Personalize Form dialog box opens.

    [Omitted image "more-form-options-personalize-form-card.png"] Alt text: Personalize form card.

  4. Select fields you want to view and deselect fields you don't want to view.

  5. Select Update Form.

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