Purpose

Configure how Custom Forms appear from the client record menu.

Who should do this

Central Administration users with Common Storage permission.

Use this guide when you need to

Replace the standard Custom Forms link with individual custom form links.

Main warning

Changing verticalMenuFormDesigns changes how users access custom forms from the client menu.

Quick path
Central Administration > Administrative Options > Server Management > Common Storage Values > verticalMenuFormDesigns.

Important
The Common Storage Values editor requires the Edit Common Storage permission and is available in the Central domain.

Item

What it does

When to use it

Value(IntegerValue) = 0

Default behavior: the client menu shows one Custom Forms link.

Users click Custom Forms, then choose a form button.

Value(IntegerValue) = 1

The client menu shows individual links to each available custom form.

Set verticalMenuFormDesigns to 1 in Common Storage Values.

Document

Use it for

Form Designer

Overview, planning guidance, key terms, and permissions.

Form Designer Creating a Form

Create new forms and edit existing forms.

Form Designer Activating a Form

Activate a form for a provider domain and/or users and user groups.

Common Storage Values

Update common storage values for the database.

Manage Users

Manage users and user permissions.

Manage User Groups

Manage permissions via user groups.

Manage Providers

Manage provider domains and domain permissions.