Naming Conventions
- When choosing a form title, pick a title that is relevant to its use and what information you are presenting to your users.
- Use title caseIn title case, all major words are capitalized, while minor words are lowercased. e.g. This is an Example of a Title Case on your titles.
Description
- A description of what and where the form is used can be extremely useful for audit purposes and peer review tracking.
Fields
- Name and lookups are set to Autofill
horizontally to give more visibility. - Other fields default to Compact but may be changed to Autofill if required.
- Choice fields should be alphabetically sorted unless they are sorted by a categorisation (i.e. priority, severity, critical etc.)
Field Groups
- Consider using field groups
to categorise fields and relationships .
Form Container
- Typically, the first left hand container will be titled <Object Name> Details.
Form Layouts
- Forms with multiple Reports can be slow to open. Place Reports in Tabbed Containers
to reduce the overall loading time of the Form. By default the first Tab of a Tabbed Container will be 'active' (the 'default Tab') and its content will load immediately. Content (including Reports) placed in other Tabs only loads when the Tab is activated. - Mandatory fields should be placed directly on the Form, in non-tabbed containers, or in the 'primary Tab' of a tabbed container. In other words, mandatory fields should be visible without having to search through Tabs. In situations where a field in a 'non-primary tab' must be mandatory there are 2 approaches to consider:
- Custom Form Validation
- Conditional Mandatory
Relationships
- Consider which relationships you want to show. There is an option: "Do not show in reverse
". This does exactly what the name suggests- For example: Last Approved By may have little value in the other direction and would just clutter the report and form builder.
Application Linking
- It is important that you link your form to your application as this is the main requirement for you to properly package and publish your application later on.