How to open a form in the form builder

Опубликовано: 17 Май 2026
на канале: TITAN- Salesforce document generation and forms
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One of the most basic operations done in the form builder is "Opening a form". Following are the steps to open a form:
1- Enter the form builder.
2- Open the "File" sub menu in the upper toolbar.

3- Select the "Open" option. You can also use Hotkeys as shortcut for this with: ^+O.
4- A modal window will open, containing your forms displayed in cards under the "My forms" tab. If another user shared forms with you - they will be displayed under the "Shared with me" tab.

5- Select your form card and press on "Apply" - the form will then open on canvas.One of the most basic operations done in the form builder is "Opening a form". Following are the steps to open a form:
1- Enter the form builder.
2- Open the "File" sub menu in the upper toolbar.

3- Select the "Open" option. You can also use Hotkeys as shortcut for this with: ^+O.

4- A modal window will open, containing your forms displayed in cards under the "My forms" tab. If another user shared forms with you - they will be displayed under the "Shared with me" tab.

5- Select your form card and press on "Apply" - the form will then open on canvas.

Read the manual: https://support.formtitan.com/topics/...