Form configuration

Form configuration involves changing the form layout and the related list layout. The form layout changes what appears on the form and the related list layout changes which related lists appear at the bottom of the form.

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.

You change aspects of a form such as showing or hiding fields, embedding lists, and adding sections and annotations. This video highlights form layout and design.

• Using the form designer
  Administrators or users with the personalize_form role can use the form design feature to quickly create new or change existing form views.
• Configuring the form layout
  Administrators or users with the personalize_form role can configure the form and related list layout.