AgileApps Support Wiki Pre Release

Difference between revisions of "Elements Sidebar"

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imported>Aeric
m (Text replace - 'Data & Presentation > Objects' to 'Data > Objects')
imported>Aeric
m (Text replace - 'Form Layouts' to 'Forms')
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<!--[[File:elementtypes.gif|right|upright|thumb|Available Element Types]]-->Use the Elements Sidebar to arrange and position fields in sections of the [[Form Layout]].  
<!--[[File:elementtypes.gif|right|upright|thumb|Available Element Types]]-->Use the Elements Sidebar to arrange and position fields in sections of the [[Form Layout]].  


:;''Learn more: [[Form Layouts]]''
:;''Learn more: [[Forms]]''




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#Click '''Designer > Data > Objects'''
#Click '''Designer > Data > Objects'''
#Navigate to the [[Object]] of interest
#Navigate to the [[Object]] of interest
#Click the ''Form Layouts'' tab
#Click the ''Forms'' tab
#In the Add Fields tab of the Elements box, hover the mouse over a field element, ''click-and-drag'' the field into the Basic Information section and ''drop'' the field into place.  
#In the Add Fields tab of the Elements box, hover the mouse over a field element, ''click-and-drag'' the field into the Basic Information section and ''drop'' the field into place.  
#:[[Image:addfieldtolayout.gif|none|thumb]]
#:[[Image:addfieldtolayout.gif|none|thumb]]
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====Edit Field Properties====
====Edit Field Properties====
#In the Form Layouts tab, hover the mouse anywhere over the field, and click the Edit Field [[File:Editlayouticon.gif|link= ]] button in the floating toolbar  
#In the Forms tab, hover the mouse anywhere over the field, and click the Edit Field [[File:Editlayouticon.gif|link= ]] button in the floating toolbar  
#:[[File:Draggablefieldicons.gif|none|thumb]]
#:[[File:Draggablefieldicons.gif|none|thumb]]
#In the Change Field Properties dialog box, change any of the available parameters for this field
#In the Change Field Properties dialog box, change any of the available parameters for this field

Revision as of 00:23, 13 July 2011

Use the Elements Sidebar to arrange and position fields in sections of the Form Layout.

Learn more: Forms


Lock-tiny.gif

Users that have the Customize Objects permission can use the Elements Sidebar 


About Display Labels

The Display Labels option provides the ability to create custom labels for fields in a Form Layout.
In data entry tasks, the Form Layout defines the appearance and behaviors of the page. Use the Clone a Form Layout option to create custom data entry forms for different data entry tasks.
Considerations
  • Display Labels appear only in data entry forms (New Record or Edit a Record)
  • Display Labels are configured for an Object, in a specific Form Layout
  • Display Labels are not visible in Views or Reports
  • Display Labels are not available in Grid Sections
  • When a Form Layout is cloned, the Display Labels are copied to the new data entry form

Edit Field Properties

  1. In the Forms tab, hover the mouse anywhere over the field, and click the Edit Field Editlayouticon.gif button in the floating toolbar
    Draggablefieldicons.gif
  2. In the Change Field Properties dialog box, change any of the available parameters for this field
    Options will change depending on the type of field selected
  3. Click [Save]


Display Attributes
Choose Display Attributes from the following options:
None
No display attributes are specified (the field is displayed in records, and can be edited)
Read-Only Field
Read-Only fields are displayed in records, but cannot be edited. Read-Only fields can be defined from the Fields tab in Objects, or they can be Lookup-Derived Fields. To change the attributes of a field, see the Display Attributes section in Edit Field Properties.
Required Field
Required fields are highlighted to indicate that data input is required. If a Required field is empty when you click [Save], an Error Message is displayed.
Required fields are highlighted with a green bar to the left side of the field.
FieldRequired.png
Fields without a highlight are optional:
FieldNotRequired.png
Considerations
  • Checkbox fields are never Required


Hidden Field

Hidden fields are used to maintain data associated with a record, but restrict visibility in the UI. Hidden fields are often used by Developers in the Developer Suite, to facilitate Javascript and formscript operations which can be used to manipulate, set, or update field values.

To change the attributes of a field, see the Display Attributes section in Edit Field Properties.