Forms

The Form builder consists of a number of features, refer to the screenshot below. Quick search Add field icon.  Field list Form title Form description.  Form Canvas Form Builder menu. ...

Editing an existing form is performed in Form Builder mode. To go to the Form Builder mode: Navigate to the report Select the Configure icon in the top right corner. Select a row in the report and select ACTION > View . The form displays in ...

An Action button allows you to start a workflow or generate a document from a form or screen. You can select more than one action on the same form. To enable the workflow or document generation on the form: Open the Form Builder Select the ...

When designing a form, fields can be placed directly on the form or can be added to a Container or a Tabbed Container.  Adding fields and relationships to Containers and Tabbed Containers assists with better form layout.  Note: Containers can be...

To add fields to an object: Open the Form Builder, see  Opening the Form Builder. Select + the Add field icon in Left Navigation Area. The list of fields appears.  Select and hold the type of field that you want to add to the object. Drag ...

To add fields to a form: Open the Form Builder. Select + the Add field icon in Left Navigation Area. The list of fields appears.  Select and hold the type of field that you want to add to the object or form. Drag and drop the field to the For...

The ability to filter one field from another field is called cascading fields. Cascading fields can be configured between: Two choice fields A single choice field and a multi choice field Two lookup fields A lookup and a relationship field C...

This is a conditional visibility feature allows you to conditionally hide or show elements on a form, depending on the data the user has input to the form. A show/hide rule can be configured in the form of a Calculation that results in a true/fals...