Display Styles

Display Styles visually enhance the user experience, providing the ability to configure Forms into optional sections and related information - users can then focus on data entry or access to information. Customize Display Styles to match the action (when Viewing, Adding or Editing a record) or define how to view Related information.

Available Display Styles

The following examples describe how these Display Styles can be used.

Considerations

• Display Styles are available in any Custom Object
• Only Sectional or Horizontal Tabbed Display Styles are available for CRM Objects

• At this time, only Sectional Display Styles are available in the Related Information section of the Projects object

• By default, all Forms use the Sectional Display Style
• Display Styles can be assigned based on actions
• Display Styles are created via Forms

Sectional

Sectional

Displays the Basic Information, followed by Related Information sections in a full page This is the default display style

Accordion Layout

Accordion

Each section is expanded (like an accordion) when the section heading is clicked In add and edit modes, you can advance to the next section by clicking the Continue button One section can be open at any time

Horizontal Tabbed

Horizontal Tabbed

Displays sections as horizontal tabs Navigate to sections by clicking on a tab

Wizard

Wizard first section Click the Previous/Next buttons to move between sections Wizard last section

Displays a single section at a time Navigate to sections by clicking the [Previous] or [Next] buttons

Vertical Tabbed

Vertical Tabbed

Displays sections as vertical tabs Information in the first section (top section of the Form Layout) persists in each tab Navigate to sections by clicking on a tab Sections containing required fields are highlighted with an asterisk (*) Note: In Views, Related Information is displayed as vertical tabs, Quick Links are not displayed

Available Display Styles/Action Combinations

When...	Choose one of these formats...
Viewing a Record	Sectional Horizontal Tabbed Accordion Layout Vertical Tabbed (Related Information is displayed as vertical tabs, Quick Links are not displayed)
Adding a Record	Sectional Horizontal Tabbed Accordion Layout Wizard Vertical Tabbed
Editing a Record	Sectional Horizontal Tabbed Accordion Layout Wizard Vertical Tabbed
Viewing Related Information in a Record	Sectional Horizontal Tabbed