Choose existing views, duplicate views, or create entirely new views for form users in Table Builder.

Before you begin

Note: To understand how to approach customizing your forms, review Table Builder workflow and navigation.

Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Procedure

  1. Navigate to the Forms tab in Table Builder.
    The "Default view" is selected.
    Figure 1. View list
    View list.
  2. You can modify the default view selected by using the View list or select another view.
    You can also add a view or choose one the other form view actions from the Additional actions menu.
    Figure 2. Additional actions menu
    Additional actions menu.
    • Add a new view to customize by clicking Add new form view from the view list or by selecting an option from the Additional actions ( Additional actions menu.) menu.
    • Duplicate an existing view to customize by selecting a view and then choosing Duplicate this form view from the Additional actions ( Additional actions menu. menu.
    • Configure a related list for the selected form view by selecting this option from the Additional actions ( Additional actions menu.) menu.
    Note: You can also choose a view from the Additional actions list to the right of the Forms tab or navigate to the All form views list to filter and sort a large list of form views. See All form views list.
  3. With the view selected, you can modify the form view in the following ways:
    Note: To customize the elements that display on a form, see Forms in Table Builder.