Form headers for UI versions
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- UpdatedAug 3, 2023
- 3 minutes to read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Core UI and UI15 each have a different form header that offers different navigation icons.
Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses.
Core UI form header
The form header displays the title of the form (table) and provides several controls.
The Core UI form header includes the following controls.

Control | Icon | Description |
---|---|---|
Back | ![]() |
Navigates to the previously viewed page without saving changes. |
Form context menu | ![]() |
Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu. |
Attachments | ![]() |
Allows users to view and add attachments to the record. For more information, see Add and manage attachments. |
Show activity stream | ![]() |
Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. |
Personalize form | ![]() |
Opens the form personalization menu. For more information, see Personalize a form. |
More options![]() |
||
![]() |
Opens an email window. | |
Template bar | ![]() |
Opens a bar at the bottom of the form and lists available templates. |
Annotations | ![]() |
Displays on-form annotations. For more information, see Administering form annotations. |
Tags | ![]() |
Displays the option to create custom tags and categorize documents. For more information, see Tags. |
Remaining controls | ||
Submit or Update | Saves changes and returns to the previously viewed page. | |
Related actions | Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident. | |
Delete | Deletes the record from the list. | |
Previous and Next | ![]() ![]() |
Opens the previous and next record on the list from which the record was accessed. |