Configuring sections on forms

To organize information for users, you can customize, add, and design sections on built-in forms. From the Add Section menu, you can select the following common section types, which are already configured:

• Attachments
• History
• Appointments
• Approvals
• Time Spent

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

To add a predefined or 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 is displayed. 
   3. In the left pane, click the item link (such as Record Definitions for workspaces or Contacts for address books).
      The Items page is displayed. 
   4. Double-click the item that contains the form you want to modify.
      The item details page is displayed. 
2. Double-click the form that you want to modify.
3. To add a predefined section to the form, click the arrow next to Add Section button 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. The sections are visible on the record forms for your users. The following figure shows a sample form:
   
   
4. To add a blank section to the form, click Add Section.
   The new section is added at the bottom of the form. You can configure the settings in the left pane. Add fields and form controls to the new section as needed. For more information, see Configuring-forms.
5. In the Name field, enter a name for the section.
6. (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. If you modify the column width of a section in the Layout field, the column widths of all fields of that section are reset to 1 column.
7. (Optional) Position the section on the form:
   • To position the new section always at the top of the form, select the Pin this section to top check box.
   • To move the new section at a different location on the form, select the new section in the list and drag it to a new location.
     A green horizontal line is displayed when your cursor is over an available position.
8. Click Save.
9. Publish the container to implement your changes:
   1. In the breadcrumb trail, click the container hyperlink.
   2. Click Save and Publish.
      A confirmation message is displayed.
   3. Click Yes.
      The Publication Succeeded message is displayed, showing the number of errors and warnings.
10. (Optional) To remove a section from a form, select the section and click Remove .