Form Properties

Designer > Data > Objects > {object} > Forms > {form} > [Edit Layout]

Depending on the type of object you are modifying, you will be be editing one of:

• System Object Form
• Custom Object Form

System Object Form

The default form for a System Object provides a few basic options.

Basic Information

Name

Name of the Form

The following option is available only in Accounts, Contacts, and 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

Display Style

Choose a 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 Template:Leadprospect.
• If unchecked, contact details are not shown.

Custom Object Form

The default form for a Custom Object provides additional form layout options.

Basic Information

Name

Name of the Form

Display Style

Choose a 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 Tags link

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

Show the Clone Form button

• Checkbox, checked by default
• Optionally, uncheck to hide the Clone Form 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 during any or all of the following actions:

• View Record
• Edit Record
• Add Record

When Show Field Hint is enabled, this icon appears next to fields that have help text: (?)

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:

1. That text appears as on-screen help when the user clicks the Hint link, by default.
2. 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

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 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.