Add a contactability grid control to custom forms

This article explains how to add a contactability consent control to custom forms. Learn more: View and manage consent records.

Important

Ensure that the "Manage consent on contact and lead forms" feature switch is turned on, as that is a pre-requisite for the custom control to work.

1. Go to the maker portal.
2. From the Tables menu, select the Contact or Lead table depending on which custom form you want to add the contactability grid control to.
3. Go to the Forms for the table and select the form where you want to add the control.

   Note

   You may not have forms defined as a customization, but instead in your own solution. In that case, instead of selecting the Tables menu in step two, you should select the Solutions menu and then select your solution that contains the form.

4. From the list of components, add a new 1-column tab to the layout of the form.

   

5. Select the Expand this tab by default and Expand first component to full tab options for this tab and name the tab "Communication."

   

6. Add a 1-column section component on this tab.

   

7. Once added, expand the More Components section, and add the ContactabilityGrid control onto the new section.

   

8. Once complete, the contactability consent control looks like the screenshot below: