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Difference between revisions of "Form Properties"

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|[[File:Fielddescription.gif|thumb|When ''Show Field Hint'' is enabled, this icon appears next to fields that have help text: (?)]]||[[File:Fielddescriptionhelp.gif|thumb|Hovering the mouse over the (?) icon displays the help text]]
|[[File:Fielddescription.gif|border|When ''Show Field Hint'' is enabled, this icon appears next to fields that have help text: (?)]]||[[File:Fielddescriptionhelp.gif|border|Hovering the mouse over the (?) icon displays the help text]]
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Revision as of 21:46, 28 July 2011

Designer > Data > Objects > {object} > Forms > {form} > [Edit Layout]

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

Basic Information
Name
Name of the Form
The following option is available only in Accounts, Contacts, and 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 Form

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

Basic Information
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 during any or all of the following actions:
  • View Record
  • Edit Record
  • Add Record
When Show Field Hint is enabled, this icon appears next to fields that have help text: (?) Hovering the mouse over the (?) icon displays the help text
If this option is enabled and there is text in the Description for a field in the Form, then:
  1. That text appears as on-screen help when the user clicks the Hint link, by default.
  2. In each Form, it becomes possible to specify the Field Hint to use for that field, in that form. (That text is then displayed as the field hint, overriding the field description.)

Notepad.png

Note: The Field Hint option is available for all field types, except for Custom Control and Lookup-Derived fields.

Remove a Field from the Layout

To Remove a Field from a Layout:

  • 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.