How-to Use Form Actions

  1. Navigate to a Project or Portfolios tabs in the Mybar.
  2. Select the section that contains the Form in which you wish to use.
  3. From the header bar, located above the Form (for Single-entry Forms) or located on the top-right corner of the Form's tile (for Multiple-entry Forms), you may choose from a range of additional Form Actions, including:


See also:


If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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