Form configuration

Form configuration involves changing the form layout and the related list layout. The form layout changes what appears on the form and the related list layout changes which related lists appear at the bottom of the form.

You change aspects of a form such as showing or hiding fields, embedding lists, and adding sections and annotations. This video highlights form layout and design.

Form layout and related list layout

Any user with the personalize_form role can configure the form layout and accomplish the following tasks:

Form design

With form design, you can accomplish the same tasks that you can with form layout in a graphical tool called the form designer. You can also access field properties and add information from macros or previously scripted UI elements. See The form designer for more information.

Figure 1. Parts of the UI form design interface
Parts of the form design