Working with Forms

Assign a Form

Designer > Objects > {object} > Forms > [Forms Assignment]

• For each Role defined in the application, select the Form used to access this object's data.
• Make one selection for online access and one for mobile access.

Note: The [Forms Assignment] button appears only when the Object Properties specify "Role Based Permissions" for Access Control. This is the default setting for new objects, but it may not be the setting for legacy objects.)

Edit a Form Layout

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

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

• Built-in or CRM Object Form
• Custom Object Form

Built-in or CRM Object Form

The default form for a Built-in or CRM 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

Use this Form for:

• 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.

Display Style

(This section does not appear for a Mobile Access form.)

Choose a Display Style to use when performing these actions:

• Viewing a Record
• Adding a Record
• Editing a Record

Related Information Display Style

(This section does not appear for a Mobile Access form.)

Choose a style to use when Viewing Related Information in a record:

• Sectional
• Horizontal Tabbed

Advanced Options

(This section does not appear for a Mobile Access form.)

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 Prospect.
• 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

Use this Form for:

• 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.

Display Style

(This section does not appear for a Mobile Access form.)

Choose a Display Style to use when performing these actions:

• Viewing a Record
• Adding a Record
• Editing a Record

Related Information Display Style

(This section does not appear for a Mobile Access form.)

Choose a style to use when Viewing Related Information in a record:

• Sectional
• Horizontal Tabbed

Advanced Options

(This section does not appear for a Mobile Access form.)

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

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.

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. Click Designer > Objects > {object} > Forms

2. Click the Clone link next to the Form you want to copy.

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

4. Specify Use this Form for:

• 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.

5. Specify the Form Properties below

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

6. Click [Save]

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

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

Form Properties:

Display Style

This section appears for a Web Form, and when a Form is used for Managing Records.

Choose the layout format to use when:

• Viewing a Record
• Adding a Record
• Editing a Record

Related Information Display Style

This section appears for a Web Form, and when a Form is used for Managing Records.

Choose the layout format to use when:

• Viewing a Record

Advanced Options

This section appears when a Form is used for Managing Records,

• Show Tags Link - When viewing a record, show the link that allows Data Tags to be set and modified
• Show Clone Button - When viewing the Form definition, the [Clone Layout] button is displayed
• Show Print Button - When viewing a record, show the button that allows it to be printed.
• Show Field Hint - Choose whether or not to show field hints when the form is displayed to add, view, or update (edit) a record.

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