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Overview

  • Form is a container, it helps to capture user input

  • To make the Form work you need to bind the model with the Form, refer Models

  • Once the model is bound then you will see the fields related to the object that you select while model creation on the left side.

  • You can drag and drop the fields on the Form

  • You can also map nested field

  • You add multiple action on the from which will be displayed as button

  • By clicking on the button it performs a particular action e.g. invoking a specific action or workflow

Attributes

Model

  • In Model list of all the models will be displayed, you can choose the specific model using which you can save and display the value of the field 

  • Only single record model can be assigned to the Form

  • Refer Models

Nested Field

  • You can select the fields in look up

Field Layout

  • Field Layout allows you to set the layout of the field on the Form

  • Types of layout

    • Stacked: It aligns the fields in a stack

    • Horizontal: It aligns the fields horizontally

    • Single Column: It aligns the fields in a single column

    • No Label: No label will display for the fields

    • Compact:

Show Horizontal Line

  • If you make a field as read only and if the

No Action Bar

  • If No Action Bar checkbox is checked then the action bar will not be displayed on the form

Inline Edit

  • If the Inline Edit checkbox is checked then you can edit the fields on the Form when the Form in is read only view

Actions

  • You can add multiple actions and each action is displayed as a button

  • By clicking on the button it performs a particular action e.g. invoking a specific action or workflow

  • Refer Actions

Primary Action

  • You can select an action to be the primary action of the form, from the list of actions

  • By clicking on enter key the Primary Action will be performed

  • Only one action can be set as a Primary Action

How to Configure:

  1. Goto Components tab

  2. Search and select the component

  3. Drag and drop the component in the layout. You can also select the drop zone in a layout and then click on the component it will add in place of the drop zone

Following are the common configurations of components on the layout:

  • UI:

    • Component Size: The user can modify the size of the component in the layout as per grid size

    • Padding Location: Defines the position of the padding for a component. The padding creates extra space within a component.

      • Around: Creates padding around the component

      • Top: Creates padding at the top of the component

      • Left: Creates padding at the left side of the component

      • Bottom: Creates padding at the bottom of the component

      • Right: Creates padding at the right side of the component

      • Horizontal: Creates padding horizontally

      • Vertical: Creates padding vertically

    • Padding Size: The padding size of the component can be set to:

      • None

      • xxx-small

      • xx-small

      • x-small

      • Small

      • Medium

      • Large

      • x-large

      • xx-large

    • Style: Styles described how fields should be rendered in preview mode. Users need to create one cdn link from the CSS tab on the layout designer page for use styles

    • Classes: Classes are used to apply unique styling and formatting to the fields in preview mode. Users need to create one cdn link from the CSS tab on the layout designer page for using classes

    • Margin Location: Defines the position of the margin for a component. margin creates extra space around a component.

      • Around: Margin gets added around the component

      • Top: Margin gets added at the top of the component

      • Left: Margin gets added at the left side of the component

      • Bottom: Margin gets added at the bottom of the component

      • Right: Margin gets added at the right side of the component

      • Horizontal: Margin gets added horizontally

      • Vertical: Margin gets added vertically

    • Margin Size: The margin size of the view can be set to:

      • None

      • xxx-small

      • xx-small

      • x-small

      • Small

      • Medium

      • Large

      • x-large

      • xx-large

    • Visibility:

      • Never: The field cannot be visible

      • Always: The field will be always visible

      • Conditional: Depending on the visibility criteria, the field can be set as visible or not

    • Read-only:

      • Never: The field cannot be read-only

      • Always: The field will be always read-only

      • Conditional: Depending on the read-only criteria, the field can be set as read-only or not 

    • Disable:

      • Never: The field cannot be disabled

      • Always: The field will be always disabled

      • Conditional: Depending on the disability criteria, the field can be set as disabled or not

    • New Section:

      • Layout item Label: This field show the name of the components with the count of its usage e.g: if you are adding the section for third time in a layout then it will display with label of Section 3

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