Customize your form layout in Table Builder

Visually design the look of the forms your users see by customizing form views in Table Builder.

始める前に

• Launch Table Builder. For more information, see Accessing Table Builder.
• (Optional) Choose a domain to work within (if not global). For more information, see Domain separation and Table Builder.
• (Optional) Choose an application scope to work within (if not global). For more information, see Using an application scope with Table Builder.

注:

To understand how to approach customizing your forms, review Table Builder workflow and navigation.

Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

手順

1. Navigate to the Forms tab in Table Builder.
2. Choose a view to work with.
   For detailed information on how to choose a view for a form, see Choose a form view in Table Builder.
3. Customize the form layout that displays in the form editor by performing the following actions.

   Option	Action
   Add form sections	To display a list of layout components that you can add to the form, select Components in the Add form elements panel. Select Section, and then drag the section to the desired location above or below any existing sections on the form. Enter a title for the section. 注: You can also add a new section from within the form editor by pointing to the + icon at the top of an existing section, and then selecting +Add section or by using the menu in the section header.
   Configure section layout (columns)	Change the layout of your section. Sections can consist of one column or be split into two columns. Select a section in the form editor. Change the column layout via one of the following methods: From the Section panel, select One-column or Two-column. From the section header menu, select One-column or Two-column.
   Merge section with the section above	Merge two sections. Merging a section refers to combining two sections together with a single section title. A merge is useful when you want to have a single section with two different column layouts. In the form editor, select a section. Merge the selected section with the section above via one of the following methods: In the section header, select the Additional actions (|) menu, and then select Merge with section above. From the section panel, select Merge with section above.
   Detach section	Detach a section. You can split two previously merged sections apart into separate elements again. In the form editor, select a previously merged section. Detach the selected section via one of the following methods: In the section header, select the Additional actions (|) menu, and then select Detach from section above. From the section panel, select Detach from section above.
   Remove section from form	In the form editor, select a section. Remove the selected section from the form view via one of the following methods: On the top right of the section header, select the Trash icon. To remove the section from the form view, in the section header, select the Additional actions (|) menu, and then select Delete section.

4. To rearrange the sections within the form, in the section header, select the section and then drag it to the desired location on the form or use the up and down arrow icons.
5. Select Save.