Working with Forms

Edit Form Properties

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.)

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.

Edit Form Layout

Edit Form Layout

Clone a Form

You create a new Form by cloning an existing one. When a new Form is created, the layout design is completely customizable, and can include any combination of standard elements and Object fields.

To clone a form:

1. Go to > Customization > Objects > {object} > Forms

2. Click on the form you want to copy.

3. At the top of the page, click [Clone Layout]

4. Specify Name - The name that appears in the Forms list

5. Specify how you will use this Form:

• Managing Records - An interactive form for use when adding, viewing, or updating records in the platform GUI.
• Printing Records - A form that used to generate a PDF using the Print a Record operation.
• Web Forms - A form that will become a Web Form in an external site.

• This option only appears for a non-default form, and only when the object is designated as Web Enabled in the Object Information section of the Object Properties.
• When a Web Form is accessed from a Mobile device, a Mobile-Optimized version of the Web Form is used

• Mobile Access - A form that is used for Mobile Access.

(This option only appears for a non-default form, and only when Mobile Access is enabled.)

Note: Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.

6. Specify additional Advanced Options

The available options depend on the type of Form you created.

7. Click [Save]

The new form is created. You continue to see the form you created the clone from.

To see the new form, select it from the Object's list of Forms, which now contains the new entry.

To determine who will use the new form:

1. Go to > Customization > Objects > {object} > Forms
2. Click [Forms Assignment]
3. Click [Edit]
4. Select the roles will use the new form.
5. Click [Save]

Learn more: Forms Assignment

Delete a Form

1. Click Designer > Objects > {object}
2. Click the [Delete] button
3. Click OK to confirm deletion of this layout

Learn More

• Working with Form Sections