Form Building Overview
Last updated
Last updated
Navigate to Forms tab and click "New" button.
New Form screen will show up. First, select a Data Source. Data source is object the form is associated with:
Once data source is selected, all object required fields will appear in a new form default section. Other object fields you can find in the "Data Source Fields" section of the left sidebar. Fields are sorted alphabetically and grouped in collapsible sections:
User can add to a form other type of fields as:
Using components of the Right sidebar you can:
Settings - set basic properties of form or form elements
Context - pick fields of available context objects
Search - find location of form elements
Form builder toolbar contains the following components:
"Close" button - closes currently opened form and returns to page what user navigated from. If there are unsaved changes, asks for confirmation.
"Save" button - saves changes in currently open form. If this button is not disabled, this indicated the presence of unsaved changes.
"Delete" button - deletes selected elements from the form canvas.
"Action" menu contains the following items:
Clone - clones the current form.
"Tools" menu contains the following items:
"Help"- links to the Documentation web site.
If you can't find your object in the list it means it maybe has not been added to list of "Allowed objects" on "Settings" tab (Settings -> ).
(sections, blank spaces, custom buttons, lists, file and image inputs, static texts, etc.)
Run - helps to .
Open Sharing Rules - user can to the Individual User, Public Group, Roles, Roles and Subordinates.
- helps to see where the current Form is used.
- allow to add needed fields to form context objects (useful in some cases)
- allow to manage form variables
- allow to configure form actions
