Modify a form or user display

Before you begin

This procedure applies to all forms and user displays.

Procedure

  1. In the navigator, click Global Displays > Forms.
  2. In the Forms list, select the resource you want to work with.
    Note: All areas that are compatible with the current resource appear. Green icons indicate a compatible view.
  3. In the Displays panel, select an editor.
    The editor appears in the workspace, displaying the resource information.
  4. If applicable, on the Overview tab, click Edit, and then change the name and description of the form.
  5. Make the required changes to your form or user display.
  6. Click Save.