Difference between revisions of "Form Properties"
From AgileApps Support Wiki
imported>Aeric |
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===== Advanced Options ===== | ===== Advanced Options ===== | ||
This | This option is available only in [[Accounts]] and [[Prospects]] objects: | ||
:;Show Contacts Addition Section:Checkbox | :;Show Contacts Addition Section:Checkbox | ||
::* If checked, the contact details are shown when adding a new Account or {{leadprospect}}. | ::* If checked, the contact details are shown when adding a new Account or {{leadprospect}}. | ||
| Line 34: | Line 34: | ||
==== {{Typenolink|}} Form ==== | ==== {{Typenolink|}} Form ==== | ||
The form for a {{Type|}} provides additional form layout options. | The default form for a {{Type|}} provides additional form layout options. | ||
===== Basic Information ===== | ===== Basic Information ===== | ||
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:;Show Field Hint: | :;Show Field Hint: | ||
::Show on-screen help for individual fields | ::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" | :::{| 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: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]] | ||
|} | |} | ||
::*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 | ::*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 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 | :::*The ''Field Hint'' option is available for all field types, excluding Custom Control and Lookup-Derived fields | ||
====Remove a Field from the Layout==== | ====Remove a Field from the Layout==== | ||
Revision as of 01:26, 13 July 2011
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
- File:Fielddescription.gifWhen Show Field Hint is enabled, this icon appears: (?)File:Fielddescriptionhelp.gifHover the mouse over the (?) icon to display the help text
- 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
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
- In the Forms tab, hover the mouse over the field to remove, and click the Remove Field button
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.