Choose a form view in Table Builder

Choose existing views, duplicate views, or create entirely new views for form users in 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.

Procedure

1. Navigate to the Forms tab in Table Builder.

   The "Default view" is selected.

2. You can modify the default view selected by using the View list or select another view.

   You can also add a view or choose one the other form view actions from the Additional actions menu.

   • Add a new view to customize by clicking Add new form view from the view list or by selecting an option from the Additional actions (

-   Duplicate an existing view to customize by selecting a view and then choosing **Duplicate this form view** from the Additional actions \(

-   Configure a related list for the selected form view by selecting this option from the Additional actions \(

**Note:** You can also choose a view from the Additional actions list to the right of the **Forms** tab or navigate to the **All form views** list to filter and sort a large list of form views. See [All form views list](form-view-configuration.md).

1. With the view selected, you can modify the form view in the following ways:

   • Add fields to your form. See Add fields to a form layout in Table Builder.
   • Customize the layout of your form (sections). For more information, see Customize your form layout in Table Builder.
   • Add non-field elements that display data on your form. For more information, see Add formatters in Table Builder.
   • Add instructional text or other text to your form. For more information, see Create form annotations in Table Builder.
   • Add related lists to your form. For more information, see Add embedded lists in Table Builder. Note: To customize the elements that display on a form, see Forms in Table Builder.

Parent Topic:Forms in Table Builder