Follow these steps to create a new Screen:
View your Screens. The Screens page displays.
Click the +Screen button. The Create Screen screen displays.
In the Name setting, enter a unique name for the Screen. Screen names must be unique in your organization and can only use apostrophe characters (
') and spaces. This is a required setting.
From the Type drop-down menu, select one of the following Screen types:
Form: Use the Form type to design interactive and complex forms. See Form Screen-type.
This is a required setting.
Enter in the Description setting a description for the Screen. This is a required setting.
From the Category drop-down menu, select one or more Screen Categories to associate with this Screen. In doing so, Screen Categories may be sorted from the Screens page. To remove a Screen Category that is currently selected, click theicon for that selection or press
Enter when the drop-down is visible. This is a required setting.