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Using the form designer

Administrators or users with the personalize_form role can use the form design feature to quickly create new or change existing form views.

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.

Form design is an alternative to configuring forms that combines several configuration options into one tool. It is available by default for new instances and requires UI16 or UI15. Administrators who upgrade from a previous version must activate the Form Designer (com.glide.ui.ng.fd) plugin to use the feature.

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

The page header

The page header displays the current table and view being designed. Each form is tied to a unique table and view combination. For example, there can only be one form for the incident table default view. Select a different view to modify different form layouts for a table.

The field navigator

The field navigator allows you to manage fields on the form. It contains the following elements:

Filter: Allows text search on the currently selected tab.
Fields: Displays a list of existing fields you can add to the current form.
Field Types: Displays a list of field types you can add to the current form. Adding a field type to the form layout creates fields in the selected table when the form layout is saved.

Field properties are accessed by clicking the gear icon that appears when you point to a field in the form layout.

Form layout

The form layout displays a separate cell for each field, section, annotation, UI element, and related list that is on the form. Each cell has an identifying label and a handle icon to aid in selecting and moving it. The location of the cell in the form layout represents its relative position on the form. Only fields visible on the form layout are displayed on a form.

Show or hide fields with the form designer

You can move fields to and from the form workspace to display the fields on the form.

Before you begin

Role required: personalize_form

About this task

Use the filter to quickly find fields in the field navigator.

Procedure

Navigate to the form designer.
From the list of fields in the Field Navigator, select the field you want to display from the list of available fields.
Drag the field to the form layout.
Drag the field to the location you want it to be on the form.
To remove a field from the form layout, select the field and click the Remove this field (X) button beside the field label.
Click Save.

Add a form annotation with the form designer

Use annotations to provide instructions or additional information about fields on a form.

Before you begin

Role required: personalize_form

Procedure

Navigate to the form designer.
Click the Field Types tab.
Select the Annotations field type.
Drag the annotation to the appropriate location on the form.
Point to the Annotations field and click the gear icon to open Properties dialog box.
In the Properties dialog box, enter a value for Annotation Text.
You can use HTML tags to format the annotation text.
Click Save.

Add a new section with the form designer

Move sections to and from the form layout to display or remove the sections on the form.

Before you begin

Role required: personalize_form

About this task

Sections can have a one- or two-column layout.

By default, the first section on a form is always a read-only section displaying the label of the table. You cannot remove this section.

Procedure

Navigate to the form designer.
Select an existing section.
Click the (+) button beside the section label to add a section.
Enter a label for the section.
Drag sections to reorder them.
The label for the first section on the form designer is displayed as the form title.
To delete a section, click the (x) button beside the section label.
Click Save.
The following GIF shows how you would use form designer to add and then delete a form section.

Add a formatter with the form designer

Use formatters to add information from macros or previously scripted UI elements to a form.

About this task

Formatters are used to add information from macros or previously scripted UI elements to a form.

Procedure

Navigate to the form designer.
Click the Fields tab.
In the filter, enter the string Format.
Select the formatter you want to add to the form.
Drag the formatter to the location you want it to be on the form.
Click Save.

Add a new field with the form designer

You can add a field to a form and the associated table.

Before you begin

Role required: personalize_form

About this task

Adding a field creates a dictionary entry for the new column in the current table. You can create a custom table and then use the form designer to add fields to the form.

Use the filter to quickly find field types in the field navigator.

Procedure

Navigate to the form designer.
Click the Field Types tab.
Select the cell for the field type to create.
Drag the field type to the location you want it to be on the form.
Enter a label for the field.
(Optional) Point to a field in the form design area and click the gear icon to access properties.
Click Save.

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Using the form designer

Administrators or users with the personalize_form role can use the form design feature to quickly create new or change existing form views.

The page header

The field navigator

The field navigator allows you to manage fields on the form. It contains the following elements:

Filter: Allows text search on the currently selected tab.
Fields: Displays a list of existing fields you can add to the current form.
Field Types: Displays a list of field types you can add to the current form. Adding a field type to the form layout creates fields in the selected table when the form layout is saved.

Field properties are accessed by clicking the gear icon that appears when you point to a field in the form layout.

Form layout

Show or hide fields with the form designer

You can move fields to and from the form workspace to display the fields on the form.

Before you begin

Role required: personalize_form

About this task

Use the filter to quickly find fields in the field navigator.

Procedure

Navigate to the form designer.
From the list of fields in the Field Navigator, select the field you want to display from the list of available fields.
Drag the field to the form layout.
Drag the field to the location you want it to be on the form.
To remove a field from the form layout, select the field and click the Remove this field (X) button beside the field label.
Click Save.

Add a form annotation with the form designer

Use annotations to provide instructions or additional information about fields on a form.

Before you begin

Role required: personalize_form

Procedure

Navigate to the form designer.
Click the Field Types tab.
Select the Annotations field type.
Drag the annotation to the appropriate location on the form.
Point to the Annotations field and click the gear icon to open Properties dialog box.
In the Properties dialog box, enter a value for Annotation Text.
You can use HTML tags to format the annotation text.
Click Save.

Add a new section with the form designer

Move sections to and from the form layout to display or remove the sections on the form.

Before you begin

Role required: personalize_form

About this task

Sections can have a one- or two-column layout.

By default, the first section on a form is always a read-only section displaying the label of the table. You cannot remove this section.

Procedure

Navigate to the form designer.
Select an existing section.
Click the (+) button beside the section label to add a section.
Enter a label for the section.
Drag sections to reorder them.
The label for the first section on the form designer is displayed as the form title.
To delete a section, click the (x) button beside the section label.
Click Save.
The following GIF shows how you would use form designer to add and then delete a form section.

Add a formatter with the form designer

Use formatters to add information from macros or previously scripted UI elements to a form.

About this task

Formatters are used to add information from macros or previously scripted UI elements to a form.

Procedure

Navigate to the form designer.
Click the Fields tab.
In the filter, enter the string Format.
Select the formatter you want to add to the form.
Drag the formatter to the location you want it to be on the form.
Click Save.

Add a new field with the form designer

You can add a field to a form and the associated table.

Before you begin

Role required: personalize_form

About this task

Adding a field creates a dictionary entry for the new column in the current table. You can create a custom table and then use the form designer to add fields to the form.

Use the filter to quickly find field types in the field navigator.

Procedure

Navigate to the form designer.
Click the Field Types tab.
Select the cell for the field type to create.
Drag the field type to the location you want it to be on the form.
Enter a label for the field.
(Optional) Point to a field in the form design area and click the gear icon to access properties.
Click Save.

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Using the form designer

Using the form designer

Show or hide fields with the form designer

Add a form annotation with the form designer

Add a new section with the form designer

Add a formatter with the form designer

Add a new field with the form designer

On this page

Using the form designer

Using the form designer

Show or hide fields with the form designer

Add a form annotation with the form designer

Add a new section with the form designer

Add a formatter with the form designer

Add a new field with the form designer

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