Configuring the form layout

Administrators or users with the personalize_form role can configure the form and related list layout.

Important :

Try configuring your forms with Form Builder instead. Form Builder has all of the Form Designer and Form Layout options. It also has other robust features that help you configure each aspect of the form. For more information, see Accessing Form Builder.

Show or hide fields on a form

Configure form layout to change what appears on the form. You can perform tasks like changing what fields are visible, embedding lists, and adding sections and annotations.

Avant de commencer

Role required: personalize_form

Procédure

1. Navigate to a form.
2. Select the form context menu icon () and select Configure > Form Layout.
3. Move the fields that you want to be visible from the Available list to the Selected list, and reorder them as needed within the Selected list.
   Available items that appear in green followed by a plus (+) sign represent related tables. To access fields on these tables, use dot-walking.

   

   In Core UI, Form Layout is not responsible for the order of the Additional Comments and Work Notes fields. For more information on how to determine the order of these fields, see Customize activities.

4. Select Save.
   Avertissement :

   Do not add the same field to more than one section of a form unless the field displays read-only data. Having two or more instances of an editable field can cause data loss and prevent the proper functioning of UI and data policies.

Que faire ensuite

Through form configuration, you can also add new fields to the form, which creates columns to the table that underlies the form. See Add and customize a field in a table for more information.

Add a related list to a form

You can configure related lists to appear on forms and in hierarchical lists.

Avant de commencer

Role required: personalize_form

Pourquoi et quand exécuter cette tâche

Related lists display records in another table that have a relationship with the current record.

Procédure

1. Navigate to a form.
2. Select the form context menu icon (), and select Configure > Related Lists.
3. Move the related list you want to display from the Available list to the Related list.
4. Select Save.
   Related lists appear at the bottom of the form.

Add an annotation to a form

Highlight form elements by displaying blocks of colored text or separators between form elements.

Avant de commencer

Role required: personalize_form

Procédure

1. Navigate to a form.
2. Select the form context menu icon () and select Configure > Form Layout.
3. Under Form view and section, select a section.
4. Move * Annotation from the Available list to the Selected list.
   The Annotation Details section displays.

   

5. In the Selected list, move the * Annotation item above the field you want to annotate.
6. In the Annotation Details section, select the type of annotation.
   The available types of annotations include Info Box Blue, Info Box Red, Line Separator (any text you add appears beneath the line), Section Details, Section Separator, and Text.

   

7. Select either Plain Text or HTML for the data type, and enter the annotation in the text box.

   All valid HTML tags are supported.

   For example, select the Text annotation type, the HTML data type, and enter <span style="color:red">Select the primary location:</span>. The text appears red on the form.

8. Select Save.

Toggle annotations

Users can toggle annotations on a form in Core UI . The glide.ui.show_annotations user preference controls the visibility of annotations for each user.

Avant de commencer

Role required: none

Procédure

1. Navigate to a form.
2. Select the more options icon () to see the annotations icon.
   The icon is light gray and cannot be toggled when no annotations are available.

Create a form section

Create sections on forms to help group related fields together.

Avant de commencer

Role required: form_admin

Pourquoi et quand exécuter cette tâche

Users can expand or collapse form sections to show or hide the fields they need. If you have tabs enabled, each form section appears on a separate tab. The default Change Request form is an example of a form with multiple sections as shown in the following image.

Figure 1. Change Request form sections

Procédure

1. Navigate to a form.
2. Select the form context menu icon () and select Configure > Form Layout.
3. In the Form view and section area (below the Available list), select New... from the Section list.

   

4. In the Section caption field, enter a title for the new section, and then select OK.
5. Select a form section name and use the up or down arrow to change the section order.
   Remarque :

   The caption for the first section on the form becomes the form title.
6. Add fields to the new section by moving fields from the Available list to the Selected list.
7. Select Save.
   The new section appears on the form with the fields you selected. If you do not add any fields to a section, the section stays empty.

   If you want to delete the form section later, do the following:

   1. Navigate to System UI > Form Sections.
   2. Filter for the table that contains the section you want to delete. For example, the Incident table. The name of the form section to be deleted is displayed in the Caption field.
   3. Select the check box beside the form section to delete, and then select Delete from the Actions on selected rows menu.
   4. Select OK to confirm the deletion.

Move form splits

Change the place where fields split on a form by moving the split section indicators.

Avant de commencer

Role required: admin

Procédure

1. Navigate to a form.
2. Select the form context menu icon () and select Configure > Form Layout.
3. Within the Selected list, move any of the following split section indicators using the up and down arrows:
   • |- begin_split -|
   • |- split -|
   • |- end_split -|
4. Select Save.

Display tabbed forms

Tabbed forms offer a useful way to make forms and related lists take up less space by reducing the scrolling that must be done to navigate the form.

Avant de commencer

Role required: personalize_form

Pourquoi et quand exécuter cette tâche

Figure 2. Tabbed forms

Form sections and related lists are tabbed separately, each with their own tab line. A user always sees the first form section. All sections after that can be tabbed.

Tabbed forms are enabled by default for new instances. A system user preference with the name tabbed.forms specifies whether the tabbed interface is used by default for all users. Users can change this preference as described in this procedure.

Procédure

1. Select the User Menu () > Preferences > Display
2. Adjust the Organize form sections and related lists into tabs in classic forms toggle switch to turn the preference on or off.
3. Close the dialog box.

Embed a list within a form

You can embed lists within a form. When a list is embedded in a form, any changes made to the contents of the list are saved when the form is saved.

Avant de commencer

Role required: personalize_form

Pourquoi et quand exécuter cette tâche

This allows the embedded list to be treated just like another element on the form. In addition, users can create records in the list view. After a row is added to the list, double-click any cell in the list to edit its value. You can add the same lists to a form as embedded lists or as related lists, depending on the path selected in the form context menu.

You can also modify embedded list controls, such as the name of the related list and the roles required to create records in the embedded list.

Procédure

1. Select a record from the list.
2. Right-click the form header and select Configure > Form Layout.
   The slushbucket shows the available fields and the lists that can be embedded in the form. Lists appear in red at the bottom of the Available list.
3. Select a list and move it to the Selected column.
4. Use the up and down arrow buttons to position the list in the form.
5. Click Save.
   Lists adjust to fit the frames of the adjacent fields.

   

Configure customer updates indicator

You can configure the indicator for customer updates, which are changes that update sets, scripts, service catalog items, and other configuration tables track.

Avant de commencer

Role required: admin

Pourquoi et quand exécuter cette tâche

The customer updates indicator icon () may appear on the header of forms that have customer updates. Clicking the customer updates indicator opens the update set records for the item.

You can configure this indicator to appear for all or for specific administrators using the owned_by_indicator.form user preference.

Procédure

1. Navigate to All > User Administration > User Preferences.
2. Perform one of the following actions.

   Option	Description
   Enable the indicator for all administrators	Set the owned_by_indicator.form preference to true.
   Enable the indicator for an individual administrator	Make sure the owned_by_indicator.form system user preference is set to false. Create a user preference with the following values: Name: owned_by_indicator.form User: Select the administrator for which to enable the preference. Value: true

Add a chart to a form

Add a chart to a form to show your users graphical data related to the form. For example, you could show an incident SLA-related chart on the Incident form so your users can see how well service level agreements are being met.

Avant de commencer

Role required: personalize_form

Pourquoi et quand exécuter cette tâche

Remarque :

The following report types are not supported on forms: List, Pivot, Multilevel Pivot, Calendar, and Single Score.

Figure 3. Chart on a form

Procédure

1. Navigate to All > System UI > Forms.
2. Select the form you want to configure.
3. Click the form context menu icon () and select Configure > Form Layout.
4. Using the slushbucket, select * Chart.
5. Enter a Label in the chart details.
6. Click Save to return to the form.
7. Click Configure chart.
8. Select a chart in the Report field and configure other options as desired.
9. Click Update.