AgileApps Support Wiki Pre Release

Difference between revisions of "Form Properties"

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imported>Aeric
imported>Aeric
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The form for a {{Type}} provides a few basic options.
The form for a {{Type}} provides a few basic options.


===== Basic Information ====
===== Basic Information =====
#;Name:Name of the Form
#;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]]:
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#:::If unchecked, the Quick Add option is not available
#:::If unchecked, the Quick Add option is not available


==== Display Style ====
===== Display Style =====
Choose a [[Display Styles|Display Style]] to use when performing these actions:
Choose a [[Display Styles|Display Style]] to use when performing these actions:
:* Viewing a Record  
:* Viewing a Record  
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:* Editing a Record
:* Editing a Record


==== Related Information Display Style ====
===== Related Information Display Style =====
Choose a style to use when Viewing Related Information in a record:
Choose a style to use when Viewing Related Information in a record:
:* Sectional
:* Sectional
:* Horizontal Tabbed
:* Horizontal Tabbed


==== Advanced Options ====
===== Advanced Options =====
This  option is available only in [[Accounts]] and [[Prospects]] objects:
This  option is available only in [[Accounts]] and [[Prospects]] objects:
:;Show Contacts Addition Section:Checkbox
:;Show Contacts Addition Section:Checkbox
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The form for a {{Type|}} provides additional form layout options.
The form for a {{Type|}} provides additional form layout options.


===== Basic Information ====
===== Basic Information =====
#;Name:Name of the Form
#;Name:Name of the Form


==== Display Style ====
===== Display Style =====
Choose a [[Display Styles|Display Style]] to use when performing these actions:
Choose a [[Display Styles|Display Style]] to use when performing these actions:
:* Viewing a Record  
:* Viewing a Record  
Line 46: Line 46:
:* Editing a Record
:* Editing a Record


==== Related Information Display Style ====
===== Related Information Display Style =====
Choose a style to use when Viewing Related Information in a record:
Choose a style to use when Viewing Related Information in a record:
:* Sectional
:* Sectional
:* Horizontal Tabbed
:* Horizontal Tabbed


==== Advanced Options ====
===== Advanced Options =====


;Show [[Tagging|Tags]] link:
;Show [[Tagging|Tags]] link:

Revision as of 01:02, 13 July 2011

Designer > Data > Objects > {object} > Forms > {form}

Depending on the type of object you are modifying, you will be be editing one of:

  • System Object Form
  • Custom Object Form

System Object Form

The form for a System Object provides a few basic options.

Basic Information
  1. 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
Display Style

Choose a Display Style to use when performing these actions:

  • Viewing a Record
  • Adding a Record
  • Editing a Record
Related Information Display Style

Choose a style to use when Viewing Related Information in a record:

  • Sectional
  • Horizontal Tabbed
Advanced Options

This option is available only in Accounts and Prospects objects:

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.


Custom Object Forms

The form for a Custom Object provides additional form layout options.

Basic Information
  1. Name
    Name of the Form
Display Style

Choose a Display Style to use when performing these actions:

  • Viewing a Record
  • Adding a Record
  • Editing a Record
Related Information Display Style

Choose a style to use when Viewing Related Information in a record:

  • Sectional
  • Horizontal Tabbed
Advanced Options
Show Tags link
  • Checkbox, checked by default
  • Optionally, uncheck to hide the Tags link
Show the Clone Form button
  • Checkbox, checked by default
  • Optionally, uncheck to hide the Clone Form 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.