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| '''Designer > Forms > {object} > {form}''' | | '''Designer > Forms > {object} > {form}''' |
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| A well-defined form makes data entry and inspection easier and faster.
| | {{:Common:Forms}} |
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| ==About Forms==
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| Forms define the [[Fields]] that are visible to users in different roles when a [[Record]] in an [[Object]] is viewed or edited. The fields in a form can be ordered and organized into sections. Labels, spacer lines, and horizontal dividers can be added to create logical groupings, and sections can be added for Quick Links and for related records (Related Information).
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| The [[Elements Sidebar]] helps you to configure the layout for a Form.
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| ;Considerations:
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| * Forms are associated with [[Objects]]
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| * Multiple forms can be created for an [[Object]]
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| * In addition to the standard forms, you can create your own custom [[Pages]] for viewing, adding, or updating a record, and select them for use in the object [[Properties]] section: [[Properties#Presentation Pages|Presentation Pages]].
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| {{permissions|Customize Objects|edit Forms}} | |
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| ===Configuration Options===
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| These configuration buttons are available:
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| :* [[#Edit a Form Layout|[Edit Layout] ]]
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| :* [[#For Developers: Form Scripting|[Edit Form Script] ]]
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| :* [[#Clone a Form|[Clone Layout] ]]
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| :* [[#Layout Rules|[Layout Rule] ]]
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| ;Considerations:
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| :*When an Object is created, a Default Form is created
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| :*The Default Form cannot be deleted or renamed
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| :*When a user creates a new form layout, that user has full control over the design, and can add any combination of elements from a default list, or select from a list of existing elements
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| ==Parts of a Form==
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| :* You work with elements in the form using the icons adjacent to each element.
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| :* You can add fields, sections, and other elements to the form using the controls at top left.
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| ===Element Icons===
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| The element icons appear when the cursor hovers over an element in the form. Use the icons to edit the element, rearrange its position, add a script, or remove it from the form:
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| :[[File:Icons_on_form_layout_fields.gif|border]]
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| ;Considerations:
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| :*The edit icon [[File:Editlayouticon.gif]] is not available for the built-in fields that are predefined for every object: Owner, date created, date modified, created by, modified by, object id, record id, and the workflow fields.
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| :*The scripting icon [[File:Script_icon.gif]] gives you the ability to specify JavaScript code to execute when <tt>On Change</tt> and <tt>On Focus</tt> events occur for that field. That option is only available for fields that have a "raw data" type like string or number.}}
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| :The field-reset icon [[File:ResetFieldsIcon.png]] appears in place of the scripting icon when <tt>On Change</tt> is the only event supported for the field.
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| ===Elements===
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| The '''Elements''' section at top left contains things you can drag and drop into the form.
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| ====Fields====
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| The first tab is '''Fields'''.
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| It contains the object fields that can be put into the form.
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| :[[File:form_layout_fields.gif|border]]
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| To add a field to the form, drag it from the field list and drop it into place.
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| To edit the field characteristics, click the edit icon next to the field. [[File:Editlayouticon.gif]]
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| :;<span id=field_characteristics>Common Field Display Characteristics</span>: | |
| ::The list of attributes depends on the type of field. Here are the common attributes:
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| ::* '''Field Label -''' The label displayed in the GUI for this field, in all forms.
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| ::* '''Display Label -''' The label displayed in the GUI for this field, in this form.
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| ::* '''Field Attributes:'''
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| :::* '''None -''' The default.
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| :::* '''Required -''' A value for this field is required in this form, even if the Basic Information for the Field itself does not specify it as [[Fields#Basic Information|Always Required]].
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| :::* '''Read Only -''' The field can be viewed, but not modified.
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| ::::'''Note:''' If the field is defined as [[Fields#Basic Information|Always Required]], and it is specified as Read Only here, then this form cannot be used to add new records, unless the field has a [[Fields#Default Value|Default Value]].
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| :::* '''Hidden -''' The field is not displayed to the user. (Can be used for fields with intermediate calculations or values that depend on other selections.)
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| ::* '''Label Position -''' Where the label appears relative to the data (to the left, or on top).
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| ::
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| ::* '''CSS Style for Label -''' How the field label is displayed.
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| ::* '''CSS Style for Data View -''' How data appears when the field is not active.
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| ::* '''CSS Style for Data Entry -''' How data field appears when the field is active, and the user is entering data into it.
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| ::: ''Learn more:'' [[CSS Styling]]
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| ::
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| ::* '''Field Hint -''' A field to display in this form, overriding the hint specified in the [[Field]] definition.
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| :::(This area only displays when a hint has been specified for the Field.)
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| :;Special Field Attributes:
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| ::{| border="1" cellpadding="5" cellspacing="1"
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| ! Field Type !! Attributes
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| | <span id="lookup">[[Lookup]]</span> ||
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| * Lookup Display Type - A Popup window or a Drop Down display.
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| * Lookup Type - For a Popup display, the choices are a Standard Lookup or a Custom Page of your own design. (For a Drop Down, the choice is fixed.)
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| * Sort By - The field on which to sort the list of options presented to the user.
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| * Sort Order - Ascending or Descending.
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| * [[Lookup#Lookup-Based Auto-Copy of Field Data|AutoCopy]] of Field Data
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| |}
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| ====Form Controls====
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| The second tab is '''Form Controls'''.
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| :{| border="1" cellpadding="5" cellspacing="1"
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| |rowspan="5"|[[File:form_layout_controls.gif|border]]
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| |Spacer
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| |Add horizontal space between elements in a form.
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| :* '''Field Label:''' The name of the element.
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| |Label
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| |Add a label to a form.
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| :* '''Field Label:''' The name of the element.
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| :* '''Content:''' The text (and optional inline HTML) that will appear when the form is displayed.
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| |Horizontal Line||Add a dividing line between elements in a form.
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| :* '''Field Label:''' The name of the element.
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| |[[Section]]
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| Sections divide areas in a [[Form]] for improved readability and organization
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| :*Sections have a default setting to open expanded or collapsed
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| :*Fields in sections can be hidden in a View, if the field contains no data
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| :*Within a section, images can be displayed in the header, footer, left or right margins
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| |[[Quick Link]]
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| A Quick Link provides the ability to pass a value from a record to a website URL.
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| :*For example, add a Google News lookup to an Account, or add a Facebook lookup to a Contact
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| |}
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| === New Section Constructors ===
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| Underneath the Elements section, there are two links you can use to create additional sections in the form, either of which can be used to display related records from another object.
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| :{| border="1" cellpadding="5" cellspacing="1"
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| |New [[Subform]]
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| *Displays as a table or spreadsheet within a record
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| *During data entry, multiple records can be added in a Subform
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| *For example, the Orders object can contain a Subform that lists the OrderItems
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| *When entering an order, multiple items can be added at the same time
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| |New [[Related Information]] section
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| *A Related Information section is created by default in all [[Object]]s
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| *Use this link to create (optional) additional Related Information Sections.
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| *During data entry, you add related records one at a time by clicking the '''[Add]''' button.
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| *When displaying a Customer object, for example, you might use the Related Information section to display past orders, and use the '''[Add]''' button to create a new one.
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| |}
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| The prerequisite for either of these sections is the existence of a [[Lookup]] relationship that defines a one-to-many relationship. For example, since there is a Lookup from Orders to Customers, the Customer object can define a Related Information section to display a history of Customer orders.
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| :''Learn more:'' [[Object Relationships]]
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| ==Working with Forms==
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| {{:Working with Forms}}
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| ==Working with Form Sections==
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| {{:Working with Form Sections}}
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| ==Layout Rules==
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| {{:Layout Rules}}
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| == Form Scripting ==
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| {{:Form Scripting}}
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| == Field Scripting ==
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| {{:Field Scripting}}
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| <noinclude> | | <noinclude> |
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