Configuring sections on forms

You can customize the sections provided on the built-in forms and add and design sections as needed to organize information for your users. The following common section types are already configured and can be selected from the Add Section menu:

  • Attachments
  • History
  • Appointments
  • Approvals
  • Time Spent

You can configure the Attachments and History sections for all container item types,

The following topics are provided:

To add a predefined section to 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 contains the form you want to modify.
      The item details page appears. 
  2. Double-click the form that you want to modify.
  3. In the middle column, click the arrow next to Add Section and select a section.
    The new section is added to the bottom of the form. You cannot see the details of the predefined sections on this page but you can configure certain settings in the left pane, and the sections are visible on the record forms for your users.
  4. In the Name field, enter a name for the section.
  5. (Optional) In the Layout field, select the width of the new section.
    The default value is the highest number of columns defined on the form so far.
  6. (Optional) Position the section on the form:
    • To place the new section always at the top of the form, select Pin this section to top.
    • To move the new section higher in the form, select it in the list and drag it to a new location.
      A green line appears when your cursor is over an available position.
  7. Click Save.
  8. 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.

  9. (Optional) To remove a section from a form, click .

To add a blank section to 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 contains the form you want to modify.
      The item details page appears. 
  2. Double-click the form that you want to modify.
  3. In the middle column, click Add Section.
    The new section is added to the bottom of the form. You can configure the settings in the left pane.
  4. In the Name field, enter a name for the section.
  5. (Optional) In the Layout field, select the width of the new section.
    The default value is the highest number of columns defined on the form so far.
  6. (Optional) Position the section on the form:
    • To place the new section always at the top of the form, select Pin this section to top.
    • To move the new section higher in the form, select it in the list and drag it to a new location.
      A green line appears when your cursor is over an available position.
  7. Add fields and form controls as needed, following the instructions in Configuring forms.
  8. Click Save.
  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.

  10. (Optional) To remove a section from a form, click

Related topics

Configuring fields

Types of form controls

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