Contents Now Platform User Interface Previous Topic Next Topic Form headers for UI versions ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share 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 Table 1. UI16 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags 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 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 Table 2. UI15 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 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 Allows users to view and add attachments to the record. For more information, see Uploading Attachments. Annotations Displays on-form annotations. For more information, see Administering form annotations. Email Opens an email window. Show activity stream Opens the document feed for this record in a flyout window. Personalize form 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 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 Table 3. UI11 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. Email Opens an email window. Show live feed Opens the document feed for this record in a flyout window. Previous Opens the previous record on the list from which the record was accessed. This control saves changes to the record. Next Opens the next record on the list from which the record was accessed. This control saves changes to the record. Toggle tabs Toggles between tabbed and sequential arrangements of form sections and related lists. Collapse all sections Collapse all form sections. Expand all sections Expand all form sections. Collapse Collapse the main form section. Expand Expand the main form section. On this page Send Feedback Previous Topic Next Topic
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 Table 1. UI16 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags 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 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 Table 2. UI15 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 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 Allows users to view and add attachments to the record. For more information, see Uploading Attachments. Annotations Displays on-form annotations. For more information, see Administering form annotations. Email Opens an email window. Show activity stream Opens the document feed for this record in a flyout window. Personalize form 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 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 Table 3. UI11 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. Email Opens an email window. Show live feed Opens the document feed for this record in a flyout window. Previous Opens the previous record on the list from which the record was accessed. This control saves changes to the record. Next Opens the next record on the list from which the record was accessed. This control saves changes to the record. Toggle tabs Toggles between tabbed and sequential arrangements of form sections and related lists. Collapse all sections Collapse all form sections. Expand all sections Expand all form sections. Collapse Collapse the main form section. Expand Expand the main form section.
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 Table 1. UI16 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags 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 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 Table 2. UI15 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 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 Allows users to view and add attachments to the record. For more information, see Uploading Attachments. Annotations Displays on-form annotations. For more information, see Administering form annotations. Email Opens an email window. Show activity stream Opens the document feed for this record in a flyout window. Personalize form 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 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 Table 3. UI11 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. Email Opens an email window. Show live feed Opens the document feed for this record in a flyout window. Previous Opens the previous record on the list from which the record was accessed. This control saves changes to the record. Next Opens the next record on the list from which the record was accessed. This control saves changes to the record. Toggle tabs Toggles between tabbed and sequential arrangements of form sections and related lists. Collapse all sections Collapse all form sections. Expand all sections Expand all form sections. Collapse Collapse the main form section. Expand Expand the main form section.
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 Table 1. UI16 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags 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 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 Table 2. UI15 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 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 Allows users to view and add attachments to the record. For more information, see Uploading Attachments. Annotations Displays on-form annotations. For more information, see Administering form annotations. Email Opens an email window. Show activity stream Opens the document feed for this record in a flyout window. Personalize form 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 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 Table 3. UI11 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. Email Opens an email window. Show live feed Opens the document feed for this record in a flyout window. Previous Opens the previous record on the list from which the record was accessed. This control saves changes to the record. Next Opens the next record on the list from which the record was accessed. This control saves changes to the record. Toggle tabs Toggles between tabbed and sequential arrangements of form sections and related lists. Collapse all sections Collapse all form sections. Expand all sections Expand all form sections. Collapse Collapse the main form section. Expand Expand the main form section.
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 Table 1. UI16 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags 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 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 Table 2. UI15 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 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 Allows users to view and add attachments to the record. For more information, see Uploading Attachments. Annotations Displays on-form annotations. For more information, see Administering form annotations. Email Opens an email window. Show activity stream Opens the document feed for this record in a flyout window. Personalize form 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 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 Table 3. UI11 form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu 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 Allows users to view and add attachments to the record. Email Opens an email window. Show live feed Opens the document feed for this record in a flyout window. Previous Opens the previous record on the list from which the record was accessed. This control saves changes to the record. Next Opens the next record on the list from which the record was accessed. This control saves changes to the record. Toggle tabs Toggles between tabbed and sequential arrangements of form sections and related lists. Collapse all sections Collapse all form sections. Expand all sections Expand all form sections. Collapse Collapse the main form section. Expand Expand the main form section.
