Configure a form

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

Before you begin

Role required: personalize_form

Procedure

  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.