Modify basic field properties for the fields that display for users in a form view from within the Forms tab 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. On the Forms tab, choose a view to work with.
    For detailed information on how to choose a view for a form, see Choose a form view in Table Builder.
  2. In the form editor, select a field to highlight it.
    The following example shows that the panel on the right displays the Properties tab. This tab shows the basic properties of the selected field.
    Figure 1. Properties tab
    Properties tab.
  3. Edit the basic field properties as needed for the selected field.
    The sections displayed vary depending on the field type. For a description about these fields, see Field configuration in Table Builder.
    Note: Below the Properties tab, select More properties available to launch the full dictionary entry for the selected field.
  4. To view any UI policies that are set up for the selected field and make edits to that field, select the UI Policies tab.
    For more information about the policies and properties, see Policies and rules properties in Table Builder.
  5. Select Save.