Access the Offline Form Builder

Steps

  1. Access the Family Management page.

  2. On the Family Management page, in the left pane, select Entity, and then select the entity whose datasheet you want to configure.

    The workspace for the selected entity family appears.

  3. In the workspace, select the Datasheets tab, and then select Manage Offline Forms.

    The Create New Form window appears.

    Note: If there is an existing offline form for the entity, the offline form for that entity appears. If there is more than one offline form, the default offline form for that entity appears.

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