Create a form section

Create sections on forms to help group related fields together.

Before you begin

Role required: form_admin

About this task

Users can expand or collapse form sections to show or hide the fields they need. If you have tabs enabled, each form section appears on a separate tab. The default Change Request form is an example of a form with multiple sections as shown in the following image.

Figure 1. Change Request form sections
Change request form sections listed in tabs

Procedure

  1. Right-click the form header and select Configure > Form Layout.
  2. In the Form view and section area below the slushbucket, click New in the Section list.
  3. In the Section caption field, give the new section a title, then click OK.
  4. Select a form section name and click the up or down arrow to change the section order.
    Note: The caption for the first section on the form becomes the form title.
  5. Add fields to the new section using the slushbucket.
  6. Click Save when you are finished.
    The new section appears on the form with the fields you selected. If you do not add any fields to a section, the section stays empty.
    If you want to delete the form section at a later time, do the following:
    1. Navigate to System UI > Form Sections.
    2. Filter for the table that contains the section you want to delete. For example, the Incident table. The name of the form section to be deleted is displayed in the Caption field.
    3. Select the check box beside the form section to delete, and then select Delete from the Actions on selected rows menu.
    4. Click OK to confirm the deletion.