Create or Modify Form:

Method 1 Procedure:

⦁ Navigate to the form.
⦁ Right-click the form header and select Configure > Form Design.

 

 3 Parts of the Form Design Interface

The form design interface is divided into the following sections:
⦁ Page header
⦁ Field navigator
⦁ Form layout

Field Navigator

The field navigator allows 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 new fields in the selected table when the form layout is saved.
⦁ Field Properties: Displays relevant dictionary entry attributes for the currently selected field in the layout.

Form Layout

The form layout displays a separate cell for each field, section, annotation, UI element, and related list that is currently on the form. Each cell has an identifying label and a handle icon to aid in selecting and moving it. The cell’s location in the form layout represents its relative position on the form. Only fields visible on the form layout are displayed on a form.

To remove a field from the form layout, select the field and click the Remove this field (X) button beside the field label.

Method 2 Procedure:

⦁ Navigate to the form.
⦁ Right-click the form header and select Configure > Form Layout.

⦁ Using the slushbucket, select the fields and the order in which you want them to appear.
Available items that appear in green followed by a plus (+) sign represent related tables. To access fields on these tables, use dot-walking.
⦁ Click Save.