To modify a form, the data model must be in draft mode. For more information, refer to Working on a Draft.

The All Forms pane in Forms Designer provides all the default forms. These forms can be customized and modified according to the requirements of your organization.

You can modify a form by modifying or adding any of the following:

A sample scenario, describing all the phases involved in customization, is included in Sample Scenario. For more information about modifying and customizing forms in the sample scenario, refer to Phase 5 - Customizing the Matter Forms.