Form Layouts

Form Layouts


Custom Form Layouts control what the Users see on a form but remember this does not prevent access to the fields that aren't displayed on the form - these can still be accessed within Landing Pages and Reports.

Form Layouts

Customising Form Layouts gives you a great degree of flexibility to change the appearance of Workbooks records so that they reflect your business, your terminology and your processes.  Multiple versions of the layout can be created for the same record type and shared with different User Groups so that, for example, your Sales team see one version of a Customer Order and your Finance team see a different version, or your Customer Support team see one version of an Organisation record and your Marketing team see another.  NOTE:  If you're happy with the default layout but need somewhere to capture some extra data you can simply create Custom Fields rather than creating Custom Form Layouts.

Custom Form Layouts are based on existing standard form layouts and include any Custom Fields you've created (along with their related Picklists, where appropriate).

When creating a new Form Layout you can specify:

  • new Sections that can be positioned within the form and add sub-sections and/or Fields to them;
  • the position of Fields within a form - both their Section and their position within that Section;
  • whether Fields are displayed or not;
  • whether Fields are read-only or not;
  • default values for Fields;
  • for forms with editable grids, what columns are shown, hidden or excluded, the order in which they appear and the default values for each;
  • what tabs are displayed and in what order;
  • a set of Process Buttons (in the Automation tab) to allow you to automate common processes.

Once you've set up a new Form Layout you can publish the view and share it with other Users and/or User Groups.

When using Form Layouts, you can categorise them to ensure that only relevantly categorised templates appear when dealing with the specific record type. NOTE: Using the 'Shared with' column, selectable in the Form Layouts tab of the Customise Record window, it is possible to quickly check which groups and Users a Form Layout is shared with.

Information of how to do so can be found in the screenshot below. The Form Layout menu can be reached by going to Start-Configuration-Customisation-[select the record type you wish to edit]-Form Layouts