Using the form designer
Administrators or users with the personalize_form role can use the form design feature to quickly create new or change existing form views.
Important: Starting with the Australia release, form designer is being prepared for future deprecation. Try configuring your forms with Form Builder instead. Form Builder has all of the Form Designer and Form Layout options. It also has other robust features that help you configure each aspect of the form. For more information, see Accessing Form Builder.
With form design, you can accomplish the same tasks that you can with form layout in a graphical tool called the form designer. You can also access field properties and add information from macros or previously scripted UI elements.
Form design is an alternative to configuring forms that combines several configuration options into one tool. It is available by default for new instances and requires Core UI . Administrators who upgrade from a previous version must activate the Form Designer (com.glide.ui.ng.fd) plugin to use the feature.
Access Form Designer by opening an existing form, selecting the Additional actions icon (
Additional actions icon\), and then navigating to **Configure** > **Form Design**.
Callout for the location of the Form Designer application using the additional actions menu on a form.
Parts of the form design
The page header
The page header displays the current table and view being designed. Each form is tied to a unique table and view combination. For example, there can only be one form for the incident table default view. Select a different view to modify different form layouts for a table.
Parts of the header
The field navigator
The field navigator allows you to manage fields on the form. It contains the following elements:
- Filter: Allows text search on the currently selected tab.
- Fields: Displays a list of existing fields you can add to the current form.
- Field Types: Displays a list of field types you can add to the current form. Adding a field type to the form layout creates fields in the selected table when the form layout is saved.
Parts of the field navigator
Field properties are accessed by clicking the gear icon that appears when you point to a field in the form layout.
Field properties
Form layout
The form layout displays a separate cell for each field, section, annotation, UI element, and related list that is on the form. Each cell has an identifying label and a handle icon to aid in selecting and moving it. The location of the cell in the form layout represents its relative position on the form. Only fields visible on the form layout are displayed on a form.
Form layout
Show or hide fields with the form designer
You can move fields to and from the form workspace to display the fields on the form.
Before you begin
Role required: personalize_form
About this task
Use the filter to quickly find fields in the field navigator.
Procedure
Navigate to the form designer.
From the list of fields in the Field Navigator, select the field you want to display from the list of available fields.
Drag the field to the form layout.
Drag the field to the location you want it to be on the form.
To remove a field from the form layout, select the field and click the Remove this field (X) button beside the field label.
Click Save.
Add a form annotation with the form designer
Use annotations to provide instructions or additional information about fields on a form.
Before you begin
Role required: personalize_form
Procedure
Navigate to the form designer.
Click the Field Types tab.
Select the Annotations field type.
Drag the annotation to the appropriate location on the form.
Point to the Annotations field and click the gear icon to open Properties dialog box.
In the Properties dialog box, enter a value for Annotation Text.
You can use HTML tags to format the annotation text.
Click Save.
Related topics
Administering form annotations
Add a new section with the form designer
Move sections to and from the form layout to display or remove the sections on the form.
Before you begin
Role required: personalize_form
About this task
Sections can have a one- or two-column layout.
By default, the first section on a form is always a read-only section displaying the label of the table. You cannot remove this section.
Procedure
Navigate to the form designer.
Select an existing section.
Click the (+) button beside the section label to add a section.
Enter a label for the section.
Drag sections to reorder them.
The label for the first section on the form designer is displayed as the form title.
To delete a section, click the (x) button beside the section label.
Click Save.
The following GIF shows how you would use form designer to add and then delete a form section.
Form designer example.
Add a formatter with the form designer
Use formatters to add information from macros or previously scripted UI elements to a form.
About this task
Formatters are used to add information from macros or previously scripted UI elements to a form.
Procedure
Navigate to the form designer.
Click the Fields tab.
In the filter, enter the string
Format.Select the formatter you want to add to the form.
Drag the formatter to the location you want it to be on the form.
Click Save.
Add a new field with the form designer
You can add a field to a form and the associated table.
Before you begin
Role required: personalize_form
About this task
Adding a field creates a dictionary entry for the new column in the current table. You can create a custom table and then use the form designer to add fields to the form.
Use the filter to quickly find field types in the field navigator.
Procedure
Navigate to the form designer.
Click the Field Types tab.
Select the cell for the field type to create.
Drag the field type to the location you want it to be on the form.
Enter a label for the field.
Point to a field in the form design area and click the gear icon to access properties.
Click Save.
Related topics