Form headers for UI versions

Each UI version, UI16, UI15, and UI11, has a different form header that offers different navigation icons.

Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses.

UI16 form header

The form header displays the title of the form (table) and provides several controls.

The UI16 form header includes the following controls.

Figure 1. Form header UI16
Form header UI16
Table 1. UI16 form header controls
Control Icon Description
Back back icon Navigates to the previously viewed page without saving changes.
Form context menu form context menu icon Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu.
Attachments attachments icon Allows users to view and add attachments to the record. For more information, see Add and manage attachments.
Show activity stream show activity stream icon Moves focus to the journal entry section of the form.
Personalize form personalize form icon Opens the form personalization menu. For more information, see Personalize a form.
More optionsMore options icon
Email email icon Opens an email window.
Template bar edit tags icon Opens a bar at the bottom of the form and lists available templates.
Annotations annotations icon Displays on-form annotations. For more information, see Administering form annotations.
Tags edit tags icon Displays the option to create custom tags and categorize documents. For more information, see Tags.
Remaining controls
Submit or Update Saves changes and returns to the previously viewed page.
Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident.
Delete Deletes the record from the list.
Previous and Next previous iconnext icon Opens the previous and next record on the list from which the record was accessed.

UI15 form header

The form header displays the title of the form (table) and provides several controls.

The UI15 form header includes the following controls.

Figure 2. Form header UI15
Form header UI15
Table 2. UI15 form header controls
Control Icon Description
Back Back icon Navigates to the previously viewed page without saving changes.
Form context menu form context menu icon Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu.
Edit tags edit tags icon Displays the Add tag field below the form header, which allows users to create custom tags and categorize documents. For more information, see Tags.
Attachments attachments icon Allows users to view and add attachments to the record. For more information, see Uploading Attachments.
Annotations annotations icon Displays on-form annotations. For more information, see Administering form annotations.
Email email icon Opens an email window.
Show activity stream show activity stream icon Opens the document feed for this record in a flyout window.
Personalize form personalize form icon Opens the form personalization menu. For more information, see Personalize a form.
Submit or Update Saves changes and returns to the previously viewed page.
Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident.
Delete Deletes the record from the list.
Previous and Next previous iconnext icon Opens the previous and next record on the list from which the record was accessed. These controls save changes to the record.

UI11 form header

The form header displays the title of the form (table) and provides several controls.

The form header for UI11 includes the following controls.

Figure 3. UI11 form header
UI11 form header
Table 3. UI11 form header controls
Control Icon Description
Back back icon Navigates to the previously viewed page without saving changes.
Form context menu form context menu icon Appears when a user points to the arrow beside the form title or right-clicks the form header.
Submit or Update Saves changes and returns to the previously viewed page.
Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident.
Delete Deletes the record from the list.
Attachments attachment icon Allows users to view and add attachments to the record.
Email email icon Opens an email window.
Show live feed show live feed icon Opens the document feed for this record in a flyout window.
Previous previous icon Opens the previous record on the list from which the record was accessed. This control saves changes to the record.
Next next icon Opens the next record on the list from which the record was accessed. This control saves changes to the record.
Toggle tabs toggle tabs icon Toggles between tabbed and sequential arrangements of form sections and related lists.
Collapse all sections collapse all sections icon Collapse all form sections.
Expand all sections expand all sections icon Expand all form sections.
Collapse collapse icon Collapse the main form section.
Expand expand icon Expand the main form section.