Add or edit a form

Administrators can add a new form or edit an existing one. They can also associate the form with an object then add sections, columns, rows, fields, and text.

Click Admin > Forms.
In the Forms Builder page, click Add or click the Name of the form you want to edit.
Complete or edit the fields:
- Name
- Object Type
- Comments
- Active: Select whether the form is available for use. Select Inactive until you have finished adding content to the form such as sections, columns, rows, fields, text and the form is ready for use.
- Is For Mobile Devices?: Select whether the form is to be used on a mobile device. When selected, this limits the form to 20 fields. Dependent fields and fields that use the object browser are not supported when selected.
- Show Only on Mobile?: Only display the field on a mobile device.
Click Submit to create the form.

Add or edit content

Add or edit sections, columns, rows, fields, and text. When you add or edit fields, the form designer displays icons that indicate the field type and status:

Required.

Visible.

Dependent on the value of another field.

Field sets or limits the value of another field based on its value.

Field is read-only.

Before navigating away from the form, click Save at the bottom of the page to retain changes.

In the Forms Builder page, click the Name of the form you want to add content to.
For each section you want:
1. Click Add New Section or click Edit Section in an existing section.
2. Select Active? if the section is to be active.
3. Select Dependent? if the section is to be dependent on another field on the form, then select the Attribute and conditions that make the section visible.
  
  Attribute only lists fields that are already added to the form and saved.
4. Click Add Column for each column you want.
5. Click Add Row for each row you want.
Add the fields you want to each section, column, and row:
1. Click Add Field then complete:
  - Object Type
  - Attribute
  - Label
  - Description
  - Active?: Leave Active selected unless you want to hide the field.
  - Show Label?: Display the label for the field.
  - Required?: Make the field required.
  - Read Only?: Make the field read only.
  - Default Value: Select the default value for the field.
2. Select the Style options you want for the field value.
  - Decoration: Bold, Italics, Underline.
  - Size: Small, Normal, Large.
  - Color: Pick a font and foreground colors from a color palette.
  - Alignment: Left, Center, Right.
  - Reset: Clears formatting.
3. Click OK.
Add the text you want to each section, column, and row:
1. Click Add Text then complete:
2. Select the Style and Size options you want for the text.
3. Click OK.
  
  Leave Active selected unless you want to hide the text and display it at a later date.
Move fields where you want them in the section.
1. Click Swap to initiate a move.
2. Click Swap Here on any one of the target cells to complete the move. If the target location has an attribute, the two attributes swap locations. Click Cancel Swap on the source attribute to cancel the move.
Click Move Up or Move Down to move sections where you want them on the page.
Click Save.

Make sections dependent on other fields

Add dependencies for each section that you want to hide until attribute conditions meet certain criteria:

In the Forms Builder page, click the Name of the form.
In the section that is to be hidden until the criteria are met, select Dependent?.
Select the Attribute and Conditions to be met to make the section visible.
Click OK.
Click Save.

Add dependencies for a field

You can add and update form field dependencies for lookup fields in a form. For instance, you can set whether a field is enabled, visible, or required based on the value of another field on the form. You can also set the available options for a lookup field based on the value of another field. If a lookup field has a particular value, you may want to limit the available options for another field based on that value. For example, if you have a manufacturer and a product field you can limit the number of options for the product field when the user selects a particular manufacturer.

Click Edit in the field where you want a dependency.
In the Dependencies pane click +.

This option is unavailable if the field is newly added and not yet saved.
Select the Parent Attribute to determine the available options.
Select an option to display tabs where you can define the behavior of the field:
- Filter: Select each Parent Value, then choose the options that display in the lookup field for that Parent Value. The Parent Value displays the number of selected options for that value.
- Enable: Select each value of the Parent Attribute that enables the field.
- Visible: Select each value of the Parent Attribute that displays the field.
- Required: Select each value of the Parent Attribute that makes the field required.
- Select All: Display all the tabs.
A tab displays for each option you select.

To narrow the number of displayed dependencies, enter a value in Search.

On each tab of the options you selected, select the Available dependencies you want then > or click >> to select all values.

To remove an option, select it then click < or click << to remove all values.
Depending on whether you are creating a new dependency or editing an existing one, click Save or Update.
Click OK then click Save.

Assign roles

Assign roles so that the form has permissions to make the form visible to users. To be visible read only or edit permissions must be assigned.

Click the Permissions tab.

A list of roles displays.
For each role you want to add:
1. Click the icon next to Name.
2. Select the permission you want to assign:
  - Set Read Only
  - Set Edit
  - Set None

Make form live

Finish editing and reviewing a form, then make it live.