AgileApps Support Wiki Pre Release

Difference between revisions of "Form Properties"

From AgileApps Support Wiki
imported>Aeric
m (Text replace - 'Form Layout ' to 'Form ')
imported>Aeric
m (Text replace - 'Form Layout' to 'Form')
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#Click the Edit icon [[File:editlayouticon.gif|link= ]]
#Click the Edit icon [[File:editlayouticon.gif|link= ]]
#In Basic Information section, complete the following information:
#In Basic Information section, complete the following information:
#;Name:Name of the Form Layout
#;Name:Name of the Form
#:The following option is available only in [[Accounts]], [[Contacts]] or [[Prospects]]:
#:The following option is available only in [[Accounts]], [[Contacts]] or [[Prospects]]:
#::;Use this layout for the Quick Add Lookup Window:Checkbox
#::;Use this layout for the Quick Add Lookup Window:Checkbox
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#Click the Edit icon [[File:editlayouticon.gif|link= ]]
#Click the Edit icon [[File:editlayouticon.gif|link= ]]
#In Basic Information section, complete the following information:
#In Basic Information section, complete the following information:
#;Name:Name of the Form Layout
#;Name:Name of the Form
#;Show/Hide Options:Optionally, set [[#Show/Hide Options|Show/Hide Options]]
#;Show/Hide Options:Optionally, set [[#Show/Hide Options|Show/Hide Options]]
#In the ''Display Style'' section, choose a [[Display Styles|Display Style]] to use when performing these actions:
#In the ''Display Style'' section, choose a [[Display Styles|Display Style]] to use when performing these actions:
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=====Show Clone button=====
=====Show Clone button=====
:Show the [[Clone a Form Layout|Clone Layout]] button
:Show the [[Clone a Form|Clone Layout]] button
:*Checkbox, checked by default
:*Checkbox, checked by default
:*Optionally, uncheck to hide the Clone Layout button
:*Optionally, uncheck to hide the Clone Layout button

Revision as of 00:30, 13 July 2011

Edit Forms in System Objects

In a System Object, a few basic options are available:

  1. Click Designer > Data > Objects > {object}
  2. Click the Forms tab
  3. Click the Edit icon Editlayouticon.gif
  4. In Basic Information section, complete the following information:
    Name
    Name of the Form
    The following option is available only in Accounts, Contacts or Prospects:
    Use this layout for the Quick Add Lookup Window
    Checkbox
    If checked, this layout is used in the Quick Add Lookup Window, which provides a [New object] button in the Lookup Window
    If unchecked, the Quick Add option is not available
    The following option is available only in Accounts or Prospects:
    Show Contacts Addition Section
    Checkbox
    If checked, the contact details are shown when adding a new Account or Template:Leadprospect
    If unchecked, contact details are not shown
  5. In the Display Style section, choose a Display Style to use when performing these actions:
    • Viewing a Record
    • Adding a Record
    • Editing a Record
  6. In the Related Information Display Style section, choose a style to use when Viewing Related Information in a record:
    • Sectional
    • Horizontal Tabbed

Edit Forms in Custom Objects

In Custom Objects, additional form layout options are available:

  1. Click Designer > Data > Objects > {object}
  2. Click the Forms tab
  3. Click the Edit icon Editlayouticon.gif
  4. In Basic Information section, complete the following information:
    Name
    Name of the Form
    Show/Hide Options
    Optionally, set Show/Hide Options
  5. In the Display Style section, choose a Display Style to use when performing these actions:
    • Viewing a Record
    • Adding a Record
    • Editing a Record
  6. In the Related Information Display Style section, choose a style to use when Viewing Related Information in a record:
    • Sectional
    • Horizontal Tabbed
Show Tags link
Show Tags link
  • Checkbox, checked by default
  • Optionally, uncheck to hide the Tags link
Show Clone button
Show the Clone Layout button
  • Checkbox, checked by default
  • Optionally, uncheck to hide the Clone Layout button
Show Print button
Show the Print icon
  • Checkbox, checked by default
  • Optionally, uncheck to hide the Print icon
Show Field Hint
Show on-screen help for individual fields
File:Fielddescription.gif
When Show Field Hint is enabled, this icon appears: (?)
File:Fielddescriptionhelp.gif
Hover the mouse over the (?) icon to display the help text
File:Fielddescriptionhelpsetup.gif
Help text is defined in the field description
  • If the description of any field in the Form contains any alphanumeric text, the Hint link is eligible to be displayed, based on the selected actions
  • The Description text appears as on-screen help when the user clicks the Hint link
  • The Field Hint option is available for all field types, excluding Custom Control and Lookup-Derived fields
Choose to Show Field Hints for any or all of the following actions:
  • View Record
  • Edit Record
  • Add Record

Remove a Field from the Layout

To Remove a Field from a Layout:

  1. Click Designer > Data > Objects > {object}
  2. In the Forms tab, hover the mouse over the field to remove, and click the Remove Field button Delete.gif in the floating toolbar
    Draggablefieldicons.gif

The field is removed from the layout, but it remains available in the object. Fields can be reused in this layout or any new layouts.