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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Form headers for UI versions

Core UI and UI15 each have a different form header that offers different navigation icons.

Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses.

Parent Topic:Forms in the classic environment

Core UI form header

The form header displays the title of the form (table) and provides several controls.

The Core UI form header includes the following controls.

Image omitted: FormHeaderUI16.png
Form header Core UI
ControlIconDescription
Back
Image omitted: FormBackUI15.png
back icon|Navigates to the previously viewed page without saving changes.|

|Form context menu|

Image omitted: MenuIconUI14.png
form context menu icon|Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu.|

|Attachments|

Image omitted: FormAttachmentsUI15.png
attachments icon|Allows users to view and add attachments to the record. For more information, see [Add and manage attachments](t_AddingAnAttachment.md).|

|Show activity stream|

Image omitted: FormLiveFeedUI15.png
show activity stream icon|Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window.|

|Personalize form|

Image omitted: Personalize\_Form\_Icon\_Helsinki.png
personalize form icon|Opens the form personalization menu. For more information, see [Personalize a form](t_PersonalizeAForm.md).|

|More options

Image omitted: IconUI16MoreOptions.png
More options icon|

|Email|

Image omitted: FormEmailUI15.png
email icon|Opens an email window.|

|Template bar|

Image omitted: IconToggleTemplateBar.png
edit tags icon|Opens a bar at the bottom of the form and lists available templates.|

|Annotations|

Image omitted: FormToggleAnnotUI15.png
annotations icon|Displays on-form annotations. For more information, see [Administering form annotations](../platform-administration/c_FormAnnotation.md).|

|Tags|

Image omitted: FormEditTagsUI15.png
edit tags icon|Displays the option to create custom tags and categorize documents. For more information, see [Tags](c_Tags.md).|

|Remaining controls| |Submit or Update| |Saves changes and returns to the previously viewed page.| |Related actions| |Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident.| |Delete| |Deletes the record from the list.| |Previous and Next|

Image omitted: FormPreviousUI15.png
previous icon \[Omitted image "FormNextUI15.png"\] Alt text: next icon|Opens the previous and next record on the list from which the record was accessed.|