Contents Now Platform User Interface Previous Topic Next Topic Forms ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Forms A form displays information from one record in a data table. The specific information depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Store specific data about the record. Sections Group related information on the form. Users can collapse or display sections using tabs. Related links Provide access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Display records in other tables that have relationships to the current record. Embedded lists Allow for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsEach UI version, UI16, UI15, and UI11, has a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter header contains a filter that lets users select which of the available fields to show in the activity list.Form sectionsForm sections organize fields into logical groupings.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view.Form personalizationWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add an attachmentYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task]. On this page Send Feedback Previous Topic Next Topic
Forms A form displays information from one record in a data table. The specific information depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Store specific data about the record. Sections Group related information on the form. Users can collapse or display sections using tabs. Related links Provide access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Display records in other tables that have relationships to the current record. Embedded lists Allow for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsEach UI version, UI16, UI15, and UI11, has a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter header contains a filter that lets users select which of the available fields to show in the activity list.Form sectionsForm sections organize fields into logical groupings.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view.Form personalizationWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add an attachmentYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].
Forms A form displays information from one record in a data table. The specific information depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Store specific data about the record. Sections Group related information on the form. Users can collapse or display sections using tabs. Related links Provide access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Display records in other tables that have relationships to the current record. Embedded lists Allow for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsEach UI version, UI16, UI15, and UI11, has a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter header contains a filter that lets users select which of the available fields to show in the activity list.Form sectionsForm sections organize fields into logical groupings.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view.Form personalizationWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add an attachmentYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].
