Elements Sidebar

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

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.

In data entry tasks, the Form defines the appearance and behaviors of the page. Use the Clone a Form 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
• Display Labels are not visible in Views or Reports
• Display Labels are not available in Subforms
• When a Form 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 button in the floating toolbar

   

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. Fields without a highlight are optional: 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.