Difference between revisions of "Form Properties"

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===== 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
::* If checked, the contact details are shown when adding a new Account or {{leadprospect}}.
::* If checked, the contact details are shown when adding a new Account or {{leadprospect}}.
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==== {{Typenolink|}} Form ====
==== {{Typenolink|}} Form ====


The form for a {{Type|}} provides additional form layout options.
The default form for a {{Type|}} provides additional form layout options.


===== Basic Information =====
===== Basic Information =====
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:;Show Field Hint:
:;Show Field Hint:
::Show on-screen help for individual fields
::Show on-screen help for individual fields during any or all of the following actions:
:::*View Record
:::*Edit Record
:::*Add Record
 
:::{| border="0" cellpadding="5" cellspacing="0"
:::{| border="0" cellpadding="5" cellspacing="0"
|[[File:Fielddescription.gif|thumb|When ''Show Field Hint'' is enabled, this icon appears: (?)]]||[[File:Fielddescriptionhelp.gif|thumb|Hover the mouse over the (?) icon to display the help text]]
|[[File:Fielddescription.gif|thumb|When ''Show Field Hint'' is enabled, this icon appears: (?)]]||[[File:Fielddescriptionhelp.gif|thumb|Hover the mouse over the (?) icon to display the help text]]
|}
|}
:::[[File:Fielddescriptionhelpsetup.gif|none|thumb|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
::*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 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
:::*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====
====Remove a Field from the Layout====

Revision as of 01:26, 13 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
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
  • 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

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.