Custom and Reusable Forms
Workflow Forms are building blocks of Workflow Actions. When you create an Action, you can use an existing Form as is, customize it as needed, or create your custom Form from scratch.
A custom Form exists in the context of the current Action. If your Form may be useful for other Actions, you can make it reusable.
- To customize an existing Form, click Make Custom and make your changes.
- To make a new Form available in other Actions, click Make Reusable, enter a name, and save it. This converts a custom Form into a reusable one.