Thank you for your feedback.
Form temporarily unavailable. Please try again or contact to submit your comments.
  • London
  • Kingston
  • Jakarta
  • Istanbul
  • Helsinki
  • Geneva
  • Store

Configure a form

Configure a form

The layout of a form can be configured for any form view.

Before you begin

Role required: personalize_form


  1. Click the form context menu icon and select Configure > Form Layout.
  2. Using the slushbucket, select the fields and the order in which you want them to appear.
    Available items that appear in green followed by a plus (+) sign represent related tables. To access fields on these tables, use dot-walking.
    Configure the form
  3. Click Save.
    Warning: It is not recommended to add the same field to more than one section of a form unless the field displays read-only data. Having two or more instances of an editable field can cause data loss and prevent the proper functioning of UI and data policies.

This site is scheduled for a small content update on Monday, November 19th, between the hours of 3:30pm and 5:00pm Pacific Time (Nov 19 23:30 – Nov 20 1:00 UTC). Acces to this site may be slightly delayed during that time.