You cannot use a previous version of a Form after the Form was Published.
You can discard changes of an Active Form and start editing from the latest published version.
When using a default color, in some cases the rendering engine will display white color instead of the default blue or black colors (defined in the Word template).
To overcome this behavior, select a specific color instead of using defaults.
To see the Properties window properly you need to set up the Windows display to 100%.
Click Control Panel > Appearance and Personalization > Display, select Smaller – 100% (default) and click Apply.
You need to close the Designer process in order to use the Export / Import tool.
Open the Windows Task Manger. locate the Designer Client process and click End the Process.
You need a user license in order to use Docomotion (Refer to 'Licenses Management'). If you do not have the proper authorization for managing Salesforce licenses, check with your system administrator.
- For optimal screen display of the Designer:
- Right-click the desktop and, from the menu, select Display Settings.
- Scale and Layout is set to 100%.
(If not, click Custom Scaling and set it back to 100% (this requires signing out and then back in). - Make sure your screen resolution is set to the resolution marked Recommended by Windows 10).
To Rename a File in Salesforce Lightning:
- In Salesforce Lightning, navigate to the Forms tab and open the Form for which you want to change the name.
- Modify the page URL as follows:
- Remove: 'lightning/r/doco__Form__c/'
- Replace: 'view' with: 'e?nooverride=1'
- This will display the Edit Form page.
- Ensure that you only modify the Name field.
- Once you have made the necessary changes, click Save.