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Difference between revisions of "Form Properties"

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'''Designer > Data > Objects > {object} > Forms > {form} > [Edit Layout]'''
====Basic Information====
:*''' Name -''' Name of the Form
:* '''Use this form for -'''
:: This option appears for all forms except the default form (which is usable for everything).
:: Select one of:
::* '''Managing Records -''' View and update records on line
::* '''Printing Records -''' Use the form to generate a PDF
::* '''Web Forms -''' The form can be used as the basis for a [[Web Form]]
::* '''Mobile Access -''' View the form from a mobile device


Depending on the type of object you are modifying, you will be be editing one of:
====Advanced Options====
:* {{Typenolink}} Form
This section does not appear for a Mobile Access form.
:* {{Typenolink|}} Form


==== {{Typenolink}} Form ====
:Choose the additional functionality you want users to have when viewing a record:
The default form for a {{Type}} provides a few basic options.
::* '''Show Field Hints'''
 
::: Choose whether or not to show field hints when the form is displayed to add, view, or update/edit a record. (The default is to show field hints that are present.)
===== Basic Information =====
::: If this option is enabled ''and'' there is text in the '''Description''' for a field in the Form, then:
:;Name:Name of the Form
::::* That text appears as on-screen help when the user's cursor is over the field name.
::The following option is available only in [[Accounts]], [[Contacts]], and [[Prospects]]:
::::* In each Form, it becomes possible to specify the Field Hint to use for that field, in that form. (That text is then displayed as the field hint, overriding the field description.)
:::;Use this layout for the Quick Add Lookup Window:Checkbox
<blockquote>
::::If checked, this layout is used in the Quick Add Lookup Window, which provides a '''[New Object]''' button in the [[Lookup Window]]
{{Note|The ''Field Hint'' option is available for all field types, except for Custom Control and Lookup-Derived fields.}}
::::If unchecked, the Quick Add option is not available
</blockquote>
 
===== Display Style =====
Choose a [[Display Styles|Display Style]] to use when performing these actions:
:* Viewing a Record
:* Adding a Record
:* Editing a Record
 
===== Related Information Display Style =====
Choose a style to use when Viewing Related Information in a record:
:* Sectional
:* Horizontal Tabbed
 
===== Advanced Options =====
This option is available only in [[Accounts]] and [[Prospects]] objects:
:;Show Contacts Addition Section:Checkbox
::* If checked, the contact details are shown when adding a new Account or {{leadprospect}}.
::* If unchecked, contact details are not shown.
 
==== {{Typenolink|}} Form ====
 
The default form for a {{Type|}} provides additional form layout options.
 
===== Basic Information =====
:;Name:Name of the Form
 
===== Display Style =====
Choose a [[Display Styles|Display Style]] to use when performing these actions:
:* Viewing a Record
:* Adding a Record
:* Editing a Record
 
===== Related Information Display Style =====
Choose a style to use when Viewing Related Information in a record:
:* Sectional
:* Horizontal Tabbed


===== Advanced Options =====
::* '''Show Actions -''' In the sidebar, display the drop down that contains additional actions.
::* '''Include Print Action -''' If the action list is enabled, this option includes the print-record action in the dropdown.


:;Show [[Tagging|Tags]] link:
::* '''Show Tasks -''' In the sidebar, display any [[Tasks]] associated with the current record.
::*Checkbox, checked by default
::*Optionally, uncheck to hide the Tags link


:;Show the [[Clone a Form|Clone Form]] button:
::* '''Show Files/Attachments -''' In the sidebar, display a list of files and attachments that were uploaded as part of this record. (This option is only relevant to [[Cases]].)
::*Checkbox, checked by default
::*Optionally, uncheck to hide the Clone Form button


:;Show the [[Print]] icon:
::* '''Show Processes -''' In the sidebar, display any [[Processes]] that are attached to this record, and their status.
::*Checkbox, checked by default
::*Optionally, uncheck to hide the Print icon


:;Show Field Hint:
::* '''Show Hours Logged -''' In the sidebar, display the section used to show and record the number of hours spent on the current record.
::Show on-screen help for individual fields during any or all of the following actions:
:::*View Record
:::*Edit Record
:::*Add Record
 
:::{| border="0" cellpadding="5" cellspacing="0"
|[[File:Fielddescription.gif|thumb|When ''Show Field Hint'' is enabled, this icon appears next to fields that have help text: (?)]]||[[File:Fielddescriptionhelp.gif|thumb|Hovering the mouse over the (?) icon displays the help text]]
|}
 
::If this option is enabled ''and'' there is text in the '''Description''' for a field in the Form, then:
# That text appears as on-screen help when the user clicks the ''Hint'' link, by default.
# In each Form, it becomes possible to specify the Field Hint to use for that field, in that form. (That text is then displayed as the field hint, overriding the field description.)
 
{{Note|The ''Field Hint'' option is available for all field types, except for Custom Control and Lookup-Derived fields.}}


====Remove a Field from the Layout====
::* '''Show history –''' In the sidebar, display the history of this record.
To Remove a Field from a Layout:
:*In the Forms tab, hover the mouse over the field to remove, and click the Remove Field button [[File:delete.gif]] in the floating toolbar
::[[File:Draggablefieldicons.gif|none|thumb]]


The field is removed from the layout, but it remains available in the object.
::* '''Show notes -''' In the sidebar, display the notes of this record.
Fields can be reused in this layout or any new layouts.

Latest revision as of 11:31, 21 May 2024

Basic Information

  • Name - Name of the Form
  • Use this form for -
This option appears for all forms except the default form (which is usable for everything).
Select one of:
  • Managing Records - View and update records on line
  • Printing Records - Use the form to generate a PDF
  • Web Forms - The form can be used as the basis for a Web Form
  • Mobile Access - View the form from a mobile device

Advanced Options

This section does not appear for a Mobile Access form.

Choose the additional functionality you want users to have when viewing a record:
  • Show Field Hints
Choose whether or not to show field hints when the form is displayed to add, view, or update/edit a record. (The default is to show field hints that are present.)
If this option is enabled and there is text in the Description for a field in the Form, then:
  • That text appears as on-screen help when the user's cursor is over the field name.
  • In each Form, it becomes possible to specify the Field Hint to use for that field, in that form. (That text is then displayed as the field hint, overriding the field description.)

Notepad.png

Note: The Field Hint option is available for all field types, except for Custom Control and Lookup-Derived fields.

  • Show Actions - In the sidebar, display the drop down that contains additional actions.
  • Include Print Action - If the action list is enabled, this option includes the print-record action in the dropdown.
  • Show Tasks - In the sidebar, display any Tasks associated with the current record.
  • Show Files/Attachments - In the sidebar, display a list of files and attachments that were uploaded as part of this record. (This option is only relevant to Cases.)
  • Show Processes - In the sidebar, display any Processes that are attached to this record, and their status.
  • Show Hours Logged - In the sidebar, display the section used to show and record the number of hours spent on the current record.
  • Show history – In the sidebar, display the history of this record.
  • Show notes - In the sidebar, display the notes of this record.
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