Form design

Administrators or users with the personalize_form role can use the form design feature to quickly create new or change existing form views.

Form design is an alternative to configuring forms that combines several configuration options into one tool.

Form design is available by default for new instances and requires UI16 or UI15. Administrators who upgrade from a previous version must activate the Form Designer ( plugin to use the feature.

This video highlights the features of Form Design to create and customize forms.

Parts of the form design interface

The form design interface is divided into sections.

Figure 1. Parts of the UI form design interface
Parts of the form design

Page header

The page header displays the current table and view being designed. Each form is tied to a unique table and view combination. For example, there can only be one form for the incident table default view. Select a different view to modify different form layouts for a table.

Figure 2. Header
Parts of the header

Field navigator

The field navigator allows you to manage fields on the form. It contains the following elements:
  • Filter: Allows text search on the currently selected tab.
  • Fields: Displays a list of existing fields you can add to the current form.
  • Field Types: Displays a list of field types you can add to the current form. Adding a field type to the form layout creates new fields in the selected table when the form layout is saved.
Figure 3. Field navigator
Parts of the field navigator

Field properties are accessed by clicking the gear icon that appears when you point to a field in the form layout.

Figure 4. Field properties
Field properties

Form layout

The form layout displays a separate cell for each field, section, annotation, UI element, and related list that is on the form. Each cell has an identifying label and a handle icon to aid in selecting and moving it. The location of the cell in the form layout represents its relative position on the form. Only fields visible on the form layout are displayed on a form.

Figure 5. Form layout
Form layout