Administering forms for Configurable Workspace

Administer form features that aren't configured in UI Builder with components.

Configure a form header

Configure a form header in Configurable Workspace.

Configure highlighted values

Configure fields to appear as highlighted values in a Configurable Workspace form.

Configure script fields

Configure Configurable Workspace forms to support script fields.

Configure a character counter

Configure a character counter to display the number of remaining characters in a journal field.

Configure string field guidance and validation

Configure guidance text to display in string fields with format requirements such as account ID, SSN, or SIN. Use regular expression inline validation to display an error message if the input doesn't meet format requirements.

Configure automatic resizing

Configure fields to display multiple lines of content automatically without scrolling.

Configure access-based @mention suggestions

Configure @mentions that display suggestions based on recipients with access to view the record.

Configure interaction record tab titles

Configure field values, such as contact or consumer names, as titles on interaction record tabs in Configurable Workspace.

Disable Personalize Form

Disable the Personalize Form menu by using the glide.ui.personalize_form system property.

Configure Personalize Form access

Configure which roles can access the Personalize Form menu by using the glide.ui.personalize_form_role system property.

Configure advanced view rules

Use client scripts to determine who can view a form variant in your Configurable Workspace.