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Difference between revisions of "Elements Sidebar"

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imported>Aeric
m (Text replace - 'Form Layouts' to 'Forms')
imported>Aeric
m (Text replace - '{{permissions|Customize Objects|' to '{{permissionRef|Customize Objects|')
 
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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 a [[Form]].  


:;''Learn more: [[Forms]]''
{{permissionRef|Customize Objects|use the Elements Sidebar}}
 
 
{{permissions|Customize Objects|use the Elements Sidebar}}
 
<!--:''Compare to [[Add Field|Add a Field from the Fields Tab]]
 
To Add Fields from the Elements Sidebar:
#Click '''Designer > Data > Objects'''
#Navigate to the [[Object]] of interest
#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.
#:[[Image:addfieldtolayout.gif|none|thumb]]
#In Field Properties, complete the following information:
#::[[Image:addnewfield.gif|none|thumb]]
#::;Field Label:Name of the field, used internally in the database. Must conform to the [[Field Naming Rules]]
#::;Display Label:Label that is displayed in data entry forms; ''Learn more: [[#About Display Labels|About Display Labels]]
#::;Format:Choose a [[Field Display Types|Field Display Type]]
#::;Display Attributes:Choose [[Elements_Sidebar#Field_Display_Attributes|Display Attributes]]
#::;Encrypt:Optionally, enable [[Field Encryption]] for this field
#:::*This is a one-time property assignment that ''<font color="red">cannot be changed or reverted</font>''
#:::*The ''Encrypt'' option is disabled by default and may not be displayed here; the ''Encrypt'' option is only displayed if [[Field Encryption]] is enabled by the [[ISV]]
#:Optionally, click the ''Advanced Options'' link to access additional options
#::[[File:addfielddetails.gif|right|thumb|Advanced Options]]
#:::*If the ''Encrypt'' option is selected, it is important to set the ''Maximum Storage Length'' appropriately; ''Learn more: [[Field_Encryption#Set_Maximum_Storage_Length|Set Maximum Storage Length]]''
#:*Complete the remaining options in the dialog box, and click the [Save] button to continue
#Optionally, select fields from the ''Pick Existing'' tab, which can contain:
#:*Additional fields that are available to be added to the form layout
#:*[[Object Inheritance|Fields from a Parent Object]]
#:*[[Lookup-Derived Fields]]
#:*Fields that have been removed from the layout
#Optionally, add these elements:
#*[[Section]]
#*[[Grid Section]]
#*[[Related Information]] section
#*[[Format Elements]]
#*[[Custom Control]]
#*[[Quick Links]]
#Click the Save Changes button. A message appears saying the layout has been added successfully, and the new layout name is added to the top of the page.-->


====About Display Labels====
====About Display Labels====
:The Display Labels option provides the ability to create custom labels for fields in a [[Form Layout]].
:The Display Labels option provides the ability to create custom labels for fields in a [[Form]].


: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.
: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:
:;Considerations:
:*Display Labels appear only in data entry forms ([[Record#New_Record|New Record]] or [[Record#Edit_a_Record|Edit a Record]])
:*Display Labels appear only in data entry forms ([[Record#New_Record|New Record]] or [[Record#Edit_a_Record|Edit a Record]])
:*Display Labels are configured for an [[Object]], in a specific [[Form Layout]]
:*Display Labels are configured for an [[Object]], in a specific [[Form]]
:*Display Labels are not visible in Views or Reports
:*Display Labels are not visible in Views or Reports
:*Display Labels are not available in [[Grid Section]]s
:*Display Labels are not available in [[Subform]]s
:*When a Form Layout is cloned, the Display Labels are copied to the new data entry form
:*When a Form is cloned, the Display Labels are copied to the new data entry form


====Edit Field Properties====
====Edit Field Properties====
Line 59: Line 21:
#:[[File:changefieldproperties.gif|none|thumb|Options will change depending on the type of field selected]]
#:[[File:changefieldproperties.gif|none|thumb|Options will change depending on the type of field selected]]
#Click '''[Save]'''
#Click '''[Save]'''


=====Display Attributes=====
=====Display Attributes=====
:{| border="0" cellpadding="5" cellspacing="0"
{{:Display Attributes}}
|{{:Display Attributes}}
|}

Latest revision as of 00:09, 23 October 2012

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

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.
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 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 and an action is taken on the record (Edit and Save for example), an Error Message is displayed. To change the attributes of a field, see the Display Attributes section in Edit Field Properties.
Field-req-unreq.gif
1.gif Required fields are highlighted with a green bar to the left side of the field.
2.gif Fields without a highlight are optional
Considerations
  • Checkbox fields are not eligible as Required fields


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.

Considerations


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