Configuring forms

Three forms are provided for every item except Asset items: Agent Mobile, Agent Web, and Customer Web. You cannot create new forms but you can easily configure and deploy forms for the items to which you are authorized. The Agent Mobile form allows very limited modification. For more information, see Customizing Agent Mobile forms.

For the Web forms, you can: 

• Drag form elements such as fields and form controls onto the form.
• Control form layout by creating sections and configuring the contents.
• Add custom HTML or JavaScript. 

There are multiple ways to add fields to a form. You can select an existing field, create a new field, or select a form control that uses that type of field. You can use the provided Form controls for adding linking, assignment options, text entry fields, and more. Some form controls create placeholders that can be configured while editing the form but which show no details until they are viewed in the production environment. For more information, see Types of form controls.

When you add a field to a form, be aware that users can only see and update fields for which they are authorized. If you include a field that some users cannot access, that part of the form will be blank. This is especially important when the selected field is required as not being able to update the field may prevent users from saving the records that use the form.

Also, you cannot modify the preconfigured choices for some specific built-in fields. For more information, see About predefined choices for built-in fields.

The following video (1:14) presentation provides a high level demonstration and overview of the Form Builder:

https://youtu.be/JGHk1opNqCk

To configure a form

1. Open the item where you want to customize the form:
   1. Click the Administration tab.

   2. In the appropriate section, click the name of the container or click Manage to open the container Administration page. Then double-click the container.
      The container details page appears. 

   3. In the left pane, click the item link (such as Record Definitions for workspaces or Contacts for address books).
      The Items page appears.
   4. Double-click the item that you want to modify.
      The Forms page appears.
2. Double-click the form that you want to configure (such as Agent Mobile).
   The Form Builder page appears, showing the form layout in the right pane.
3. To modify a field already placed on the form:
   1. In the right pane, click the field border.
      A trashcan icon appears in the corner of the selected field and the Control Properties heading expands to show the settings for this field.
   2. Modify the settings in the left pane; for example, change the Field Label field to make it easier for your users to recognize its purpose.
      For more information, see Configuring fields.
4. To add an existing field to the form:
   1. In the left pane, click Fields.
   2. Drag the field that you want to add onto the form.
      A green plus sign appears when your cursor is over an available location.
   3. When you drop the field onto the form, the left pane refreshes to show the field properties.

   4. Modify the field properties as needed, using the information provided in Configuring fields.

5. To add a form control:
   1. In the left pane, click Form Controls.
   2. Drag the form control for the type of field that you want to use onto the form.
      For more information, see Types of form controls. 
   3. When you drop the control onto the form, the left pane refreshes to show the control properties.
   4. In the Field Label field, enter a descriptive name for the field.
   5. In the Field Bound to field:
      
      1. Select a field from the list.
      2. Modify the field properties as needed, using the information provided in Configuring fields and Configuring link controls on forms.
      3. Click Save.
         You are returned to the Form Builder page for the form.
6. To create a field and add it to the form:
   1. Follow steps a through d in To add a form control.
   2. Drag the form control for the type of field that you want to use onto the form.
   3. When you drop the control onto the form, the left pane refreshes to show the control properties.
   4. In the Field Label field, enter a descriptive name for the field.
   5. In the Field Bound to field:
      
      1. Click Create New Field.
         The New field page appears.
      2. Modify the field properties as needed, using the information provided in Configuring fields.
      3. Click Save.
         You are returned to the Form Builder page for the form.
7. To add, modify, or delete the sections of the form, see Configuring sections on forms.
8. Click Save to record your changes.
   A confirmation message appears in the bottom right corner of the page.
9. Publish the container to implement your changes:

   1. In the breadcrumb trail, click the container link.

   2. Click Save and Publish.

      A confirmation message appears.

   3. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings.