Contents Now Platform Capabilities Previous Topic Next Topic Configure a form ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Configure a form The layout of a form can be configured for any form view. Before you beginRole required: personalize_form Procedure Click the form context menu icon and select Configure > Form Layout. 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. 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 nextIn 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. Related TasksUse a slushbucketRelated ConceptsDot-walking in list collectors On this page Send Feedback Previous Topic Next Topic
Configure a form The layout of a form can be configured for any form view. Before you beginRole required: personalize_form Procedure Click the form context menu icon and select Configure > Form Layout. 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. 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 nextIn 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. Related TasksUse a slushbucketRelated ConceptsDot-walking in list collectors
Configure a form The layout of a form can be configured for any form view. Before you beginRole required: personalize_form Procedure Click the form context menu icon and select Configure > Form Layout. 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. 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 nextIn 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. Related TasksUse a slushbucketRelated ConceptsDot-walking in list collectors
