How can I remove a field from a form?

Karel Tinka

September 22, 2016 15:03

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You can remove a field from a form within the "Administration".

Remove a field from a form

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Fields & Forms".
  3. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  4. Click on the "Edit form" (pencil icon) button.
  5. Mouse-over the corresponding field and click on "Remove from form".
  6. Close the form, it will be saved automatically.

Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!

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