Add fields to a form layout in Table Builder
Visually add and arrange fields within a form layout to create a form that matches your requirements using Table Builder.
Before you begin
- Launch Table Builder. For more information, see Accessing Table Builder.
- (Optional) Choose a domain to work within (if not global). For more information, see Domain separation and Table Builder.
- (Optional) Choose an application scope to work within (if not global). For more information, see Using an application scope with Table Builder.
Note: To understand how to approach customizing your forms, review Table Builder workflow and navigation.
Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.
About this task
Procedure
Navigate to the Forms tab in Table Builder.
Choose a view to work with.
For detailed information on how to choose a view for a form, see Choose a form view in Table Builder.
To display a list of the existing fields for the selected table, in the add form elements panel, select Fields.
Note: You can also launch the Add form elements panel by selecting the Add (
Add icon.\) icon above any existing element in the form editor.
Customize the fields that display on the selected form view by performing one of the following actions.
Note: Certain field types are only supported in Core UI. Fields are flagged with an exclamation icon (!) to indicate an unsupported type.
| Option | Action |
|---|---|
| Add an existing field to a form |
Note: To select multiple fields, select the option that displays on the right of the field.
|
| Add a new field to a form |
To set additional properties for the field that you are creating, click Advanced settings. For information on field types and advanced settings, see Field configuration in Table Builder.
A confirmation dialog displays. You can click Done to close it or click Add another one to add more fields to the table. The new field is displayed at the top of the Fields list and can be dragged onto the form editor. |
| Remove field from form |
|
- Select Save.
Parent Topic:Forms in Table Builder