Form Preview

Form Components

Fields

Displays the list of available fields to choose from, then adds the selected field to the form. Fields display attribute data from the module.

Label

Adds a label component to the form. Labels are a way to add text or notes within the form itself.

Divider

Adds a horizontal line that visually breaks up the form.

Frame

Adds a a boxed section to the form. Frames are used to group similar fields. When a designer moves a frame, its components move with it.

Behavior

Adds a behavior component to the form. A "Remember Me" checkbox or a "Use Requestor's Address" checkbox are examples of behavior components.

Note: This option is available only on Request submittal forms.

File Upload

Allows the designer to include upload dialog boxes in the form. Upload boxes let users attach a file to the record and upload it to the server.

Spacial Function Field

Indicates that special functions are available for a field. These buttons are automatically added. Click on the button to see the functionality available. Examples of special functions

Editing Tools

Component Handle

Enables users to control the position of a component in the Form Preview. Appear as solid dark circles at the corner of the component. Click the control and drag it to move the field, label, etc. to the desired location.

Selected Field

Indicates that a field or other component is selected. The field appears highlighted in bright green.