Show or hide fields on a form

Configure form layout to change what appears on the form. You can perform tasks like changing what fields are visible, embedding lists, and adding sections and annotations.

Before you begin

Role required: personalize_form

Procedure

  1. Navigate to a form.
  2. Click the context menu icon (Context menu icon) and select Configure > Form Layout.
  3. 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

    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.

  4. 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

Through form configuration, you can also add new fields to the form, which creates columns to the table that underlies the form. See Add a new field to a table for more information.