Custom Record online form example

The objective here is to create an online form that customers use to fill out the customer satisfaction survey, which will be attached to each customer's customer record:

  1. Return to the custom record by going to Customization | Lists, Records & FieldsRecords Types, then select the NPS survey custom record.
  2. Go to the Online Form tab:
Custom Record Online form options

There are two options, New Online Form and New Online HTML Form. The online form is a cookie-cutter form with limited opportunity for customization. The online HTML form, however, gives you complete control to create an online form that looks ...

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