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Difference between revisions of "Form Properties"

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==== Edit Form Layouts in {{Typenolink}}s====
====Basic Information====
In a {{Type}}, a few basic options are available:
:*''' Name -''' Name of the Form
#Click Designer > Data > Objects > {object}
:* '''Use this form for -'''
#Click the Form Layouts tab
:: This option appears for all forms except the default form (which is usable for everything).
#Click the Edit icon [[File:editlayouticon.gif|link= ]]
:: Select one of:
#In Basic Information section, complete the following information:
::* '''Managing Records -''' View and update records on line
#;Name:Name of the Form Layout
::* '''Printing Records -''' Use the form to generate a PDF
#:The following option is available only in [[Accounts]], [[Contacts]] or [[Prospects]]:
::* '''Web Forms -''' The form can be used as the basis for a [[Web Form]]
#::;Use this layout for the Quick Add Lookup Window:Checkbox
::* '''Mobile Access -''' View the form from a mobile device
#:::If checked, this layout is used in the Quick Add Lookup Window, which provides a [New object] button in the [[Lookup Window]]
#:::If unchecked, the Quick Add option is not available
#:The following option is available only in [[Accounts]] or [[Prospects]]:
#::;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
#In the ''Display Style'' section, choose a [[Display Styles|Display Style]] to use when performing these actions:
#*Viewing a Record
#*Adding a Record
#*Editing a Record
#In the ''Related Information Display Style'' section, choose a style to use when Viewing Related Information in a record:
#*Sectional
#*Horizontal Tabbed


====Edit Form Layouts in {{Typenolink|}}s====
====Advanced Options====
This section does not appear for a Mobile Access form.


In {{Type|}}s, additional form layout options are available:
:Choose the additional functionality you want users to have when viewing a record:
#Click Designer > Data > Objects > {object}
::* '''Show Field Hints'''
#Click the Form Layouts tab
::: 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.)
#Click the Edit icon [[File:editlayouticon.gif|link= ]]
::: If this option is enabled ''and'' there is text in the '''Description''' for a field in the Form, then:
#In Basic Information section, complete the following information:
::::* That text appears as on-screen help when the user's cursor is over the field name.
#;Name:Name of the Form Layout
::::* 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.)
#;Show/Hide Options:Optionally, set [[#Show/Hide Options|Show/Hide Options]]
<blockquote>
#In the ''Display Style'' section, choose a [[Display Styles|Display Style]] to use when performing these actions:
{{Note|The ''Field Hint'' option is available for all field types, except for Custom Control and Lookup-Derived fields.}}
#*Viewing a Record
</blockquote>
#*Adding a Record
#*Editing a Record
#In the ''Related Information Display Style'' section, choose a style to use when Viewing Related Information in a record:
#*Sectional
#*Horizontal Tabbed


=====Show Tags link=====
::* '''Show Actions -''' In the sidebar, display the drop down that contains additional actions.
:Show [[Tagging|Tags]] link
::* '''Include Print Action -''' If the action list is enabled, this option includes the print-record action in the dropdown.
:*Checkbox, checked by default
:*Optionally, uncheck to hide the Tags link


=====Show Clone button=====
::* '''Show Tasks -''' In the sidebar, display any [[Tasks]] associated with the current record.
:Show the [[Clone a Form Layout|Clone Layout]] button
:*Checkbox, checked by default
:*Optionally, uncheck to hide the Clone Layout button


=====Show Print 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]].)
:Show the [[Print]] icon
:*Checkbox, checked by default
:*Optionally, uncheck to hide the Print icon


=====Show Field Hint=====
::* '''Show Processes -''' In the sidebar, display any [[Processes]] that are attached to this record, and their status.
:Show on-screen help for individual fields
::{| border="0" cellpadding="5" cellspacing="0"
|[[File:Fielddescription.gif|thumb|When ''Show Field Hint'' is enabled, this icon appears: (?)]]||[[File:Fielddescriptionhelp.gif|thumb|Hover the mouse over the (?) icon to display the help text]]
|}
::[[File:Fielddescriptionhelpsetup.gif|none|thumb|Help text is defined in the field description]]
:*If the description of any field in the Form Layout contains any alphanumeric text, the ''Hint'' link is eligible to be displayed, based on the selected actions
::*The Description text appears as on-screen help when the user clicks the ''Hint'' link
::*The ''Field Hint'' option is available for all field types, excluding Custom Control and Lookup-Derived fields
:Choose to Show Field Hints for any or all of the following actions:
:*View Record
:*Edit Record
:*Add Record


====Remove a Field from the Layout====
::* '''Show Hours Logged -''' In the sidebar, display the section used to show and record the number of hours spent on the current record.
To Remove a Field from a Layout:
#Click '''Designer > Data > Objects > {object}'''
#In the Form Layouts 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. Fields can be reused in this layout or any new layouts.
::* '''Show history –''' In the sidebar, display the history of this record.
 
::* '''Show notes -''' In the sidebar, display the notes of this record.

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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