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Configuring the 'Open form builder blade' menu command

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The Open form builder blade menu command that you can add to menus and calls to action etc., allows you to open a form builder in a blade for a given work item. This is useful when you want to edit a form that is attached to a Matter's add/edit blade, by opening it in its own blade.

For general information on customising menus, see the article Configuring menus for work types.

This video demonstrates how to configure the Open form builder blade menu command:

Things to remember:

  1. The form builder definition has to be attached as an aspect of the type.
  2. The current user needs to at least have Read permission of the instance of that work item for the option to appear on the menu.
  3. If the user doesn't have the update permission on the thing that it finds on the hierarchy, then they will get the read-only view and not be able to edit.

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