Visually add and arrange fields within a form layout to create a form that matches your requirements using 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.

About this task

Procedure

  1. Navigate to the Forms tab in Table Builder.
  2. 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.
  3. To display a list of the existing fields for the selected table, in the add form elements panel, select Fields.
    Note: You can also launch the Add form elements panel by selecting the Add (Add icon.) icon above any existing element in the form editor.
  4. Customize the fields that display on the selected form view by performing one of the following actions.
    Note: Certain field types are only supported in Core UI. Fields are flagged with an exclamation icon (!) to indicate an unsupported type.
    OptionAction
    Add an existing field to a form
    1. To select a field, click a field in the list.
      Note: To select multiple fields, select the option that displays on the right of the field.
    2. In the form editor, drag one or more selected fields to the desired location and then move them around as necessary.
    Add a new field to a form
    1. Select + Add a field in the table.
    2. In the Column Label field, enter a label.
    3. In the Column name field, enter the internal name for the field.
    4. Select the type of field from the Type list.

      To set additional properties for the field that you are creating, click Advanced settings. For information on field types and advanced settings, see Field configuration in Table Builder.

    5. To add the new field to the table, click Add.

      A confirmation dialog displays. You can click Done to close it or click Add another one to add more fields to the table.

      The new field is displayed at the top of the Fields list and can be dragged onto the form editor.
    Remove field from form
    1. In the form editor, click a field to select it.
    2. To remove the selected field from the form view, click the x icon to the right of the field.
    Note: If you are unable to delete a field, it may be because the table belongs to a different scope.
  5. Select Save.