How to reset a form design?

shoobadoop
Tera Contributor

Hello,

I was recently trying to create custom variables for the Contract form, but a problem occurred. I'm not sure what happened, but basically the entire form has been deleted! Is there any way to set the form back to its default state?

Thank you!

1 ACCEPTED SOLUTION

LaurentChicoine
Tera Guru

Hi Alexander,



When you update a form layout using the form design, it creates a Form Layout update.



Versions of this form layout are stored in sys_update_version (you can go in this table by typing sys_update_version.list in the filter navigator).



Inside this list, order by Created Date/Time to see the latest updates and filter with a Name that starts with sys_ui_section.



Once you find the right record (See the field Record name which will contain the table name (Contract)), go in the Version related list and revert to the Previous version which was OK.




I've attached a XML export of the default form layouts for the Contact Table (OOTB as Helsinki), in case you can't find the right version of your form layout.


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10 REPLIES 10

LaurentChicoine
Tera Guru

Hi Alexander,



When you update a form layout using the form design, it creates a Form Layout update.



Versions of this form layout are stored in sys_update_version (you can go in this table by typing sys_update_version.list in the filter navigator).



Inside this list, order by Created Date/Time to see the latest updates and filter with a Name that starts with sys_ui_section.



Once you find the right record (See the field Record name which will contain the table name (Contract)), go in the Version related list and revert to the Previous version which was OK.




I've attached a XML export of the default form layouts for the Contact Table (OOTB as Helsinki), in case you can't find the right version of your form layout.


Hi Laurent,



Thank you for your quick response! I'm a little stuck though. I've followed your instructions up until the point where you say "go in the Version related list and revert to the Previous version which was OK." I'm at a screen that looks like this:



Untitled.png



I see where I updated the form, but I don't see a version that I can revert to. Clicking on "Show Related Record" brings me to a page that looks like this:


Untitled 2.png


Yes, thats what I tought you might I have and thats why I included the XML file.



The version history only stores customer update (or update to the form made by an instance patch). So the default form did not have a version in the version history.



What you can do is use the attachment I posted in my last reply with this new XML that I just joined which contains the default form layout (you need to impor both, one for the UI Sections and the other for the UI Elements).



You can import these by going into any list view and right clicking on a column header and selecting Import XML (in Eureka or earlier, you need to be security admin to do so).



This should restore your Form Layout to it's default setting.


I tried importing them, but it appears that nothing happens at all. I have both the admin and security admin roles. Here's me trying to import one of the documents:


Untitled 3.png


And here's what the new Contract screen still looks like (Sales was a custom section I was trying to add to the form)


Untitled 4.png