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    Form administration

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    Form administration

    Administrators can configure several settings that control form functionality.

    Form personalization
    Control how users configure forms. You can also change the role that is necessary to configure a form and disable the form configurations that specific users already made.

    See Administering form personalization for instructions.

    Form annotations
    Choose the types of annotations that are available on forms and save localized versions of form annotations.

    See Administering form annotations for instructions.

    Attachments
    Control several aspects of form attachments, such as attachment size, allowed file extensions, and the roles that are allowed to attach files.

    See Administering attachments for instructions.

    Formatters
    Create and edit formatters, such as the activity formatter, which displays information on the form that is not a field in the record. You can also configure formatter settings such as the maximum number of formatter entries.

    See Formatters for more information.

    Form templates
    Create templates that automatically populate form fields based on settings you configure.

    See Form templates for more information.

    UI actions
    Add buttons, links, and context menu items on forms to the UI more interactive, customizable, and specific to user activities.

    See UI actions for more information.

    UI policies
    Configure the policies that dynamically change information on a form.

    See Create a UI policy for more information.

    Other advanced options
    Configure advanced form features, such as form focus, form splits, and derived fields.

    See Advanced form configuration for instructions.

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    Release version
    Choose your release version

      Form administration

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Form administration

      Administrators can configure several settings that control form functionality.

      Form personalization
      Control how users configure forms. You can also change the role that is necessary to configure a form and disable the form configurations that specific users already made.

      See Administering form personalization for instructions.

      Form annotations
      Choose the types of annotations that are available on forms and save localized versions of form annotations.

      See Administering form annotations for instructions.

      Attachments
      Control several aspects of form attachments, such as attachment size, allowed file extensions, and the roles that are allowed to attach files.

      See Administering attachments for instructions.

      Formatters
      Create and edit formatters, such as the activity formatter, which displays information on the form that is not a field in the record. You can also configure formatter settings such as the maximum number of formatter entries.

      See Formatters for more information.

      Form templates
      Create templates that automatically populate form fields based on settings you configure.

      See Form templates for more information.

      UI actions
      Add buttons, links, and context menu items on forms to the UI more interactive, customizable, and specific to user activities.

      See UI actions for more information.

      UI policies
      Configure the policies that dynamically change information on a form.

      See Create a UI policy for more information.

      Other advanced options
      Configure advanced form features, such as form focus, form splits, and derived fields.

      See Advanced form configuration for instructions.

      Tags:

      Feedback

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