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.

What to do next

In UI16, Form Layout is not responsible for the order of the Additional Comments and Work Notes fields. For more information on how to determine the order of these fields, see Customize activities.