Form Properties

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

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 in the floating toolbar

   

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.