Configure As Custom Entity Activity

  1. Go to Configurator > Forms

    The Forms page appears.

  2. Select the Form which is having Custom Entity data type to view the <Form Name> Actions page.

  3. Click Configure As Custom Entity Activity card.

  4. Enter a name for the activity in the Activity Name field.

  5. Select a entity from the Select Entity dropdown.
  6. Select a Form from the Select Form With Entity Field drop down.
  7. Select the check box Display Activity in Forms to make the form visible in the Forms module.
  8. Click Save.