Form Properties

Edit Forms in System Objects

In a System Object, a few basic options are available:

1. Click Designer > Data > Objects > {object}
2. Click the Forms tab
3. Click the Edit icon
4. In Basic Information section, complete the following information:

   Name

   Name of the Form

   The following option is available only in Accounts, Contacts or Prospects:

   Use this layout for the Quick Add Lookup Window

   Checkbox

   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 Template:Leadprospect

   If unchecked, contact details are not shown

5. In the Display Style section, choose a Display Style to use when performing these actions:
   • Viewing a Record
   • Adding a Record
   • Editing a Record
6. In the Related Information Display Style section, choose a style to use when Viewing Related Information in a record:
   • Sectional
   • Horizontal Tabbed

Edit Forms in Custom Objects

In Custom Objects, additional form layout options are available:

1. Click Designer > Data > Objects > {object}
2. Click the Forms tab
3. Click the Edit icon
4. In Basic Information section, complete the following information:

   Name

   Name of the Form

   Show/Hide Options

   Optionally, set Show/Hide Options

5. In the Display Style section, choose a Display Style to use when performing these actions:
   • Viewing a Record
   • Adding a Record
   • Editing a Record
6. 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 Tags link

• Checkbox, checked by default
• Optionally, uncheck to hide the Tags link

Show Clone button

Show the Clone Layout button

• Checkbox, checked by default
• Optionally, uncheck to hide the Clone Layout button

Show Print button

Show the Print icon

• Checkbox, checked by default
• Optionally, uncheck to hide the Print icon

Show Field Hint

Show on-screen help for individual fields

File:Fielddescription.gif When Show Field Hint is enabled, this icon appears: (?)

File:Fielddescriptionhelp.gif Hover the mouse over the (?) icon to display the help text

File:Fielddescriptionhelpsetup.gif

Help text is defined in the field description

• If the description of any field in the Form 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

To Remove a Field from a Layout:

1. Click Designer > Data > Objects > {object}
2. In the Forms tab, hover the mouse over the field to remove, and click the Remove Field button in the floating toolbar

   

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.