- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
How to add a Field to a Form Layout?
Here we are going to explain how to add a Field to a Form Layout. If you still need to create a 'Custom Field' before adding it to the Form Layout, you can find more information on how to do that here: Creating Custom Fields. Once the Field has been created, you can then add it to the Form Layout.
NOTE: Users will require the 'Manage Custom Form Layouts' and 'View Custom Form Layouts' Capabilities to add and remove Fields on Form Layouts.
To do this please go to Start > Configuration > Customization > Record Types > [Select the record you wish to edit] > Form Layouts > [Select the Form Layout you wish to edit] > Fields.
Here you can see the list of Fields that are available for this record type. The darker Fields represent those that are currently being 'Shown' within the Form Layout. At the bottom of the page as you scroll down, there will be a number of greyed out Fields. These are grey because they are not currently being 'Shown' on the Form Layout.
If you select the field you wish to add, it will bring up a new window that looks as follows:
Listed below are the different sections of the form:
- Field Name: The name of the Field.
- Field Type: What type of Field it is.
- Show: A tickbox to 'Show / Not Show' the Field on the Form Layout.
- Parent Section: What section of the Form Layout you want the Field to be.
- Position: Where within the Parent Section you want the Field to be.
- Label Behaviour: Option to have the Field Name show next to the Field as 'Default' or appear Above / Below the Field.
- Required: Required fields must always be shown but others can be hidden.
- Read-only: Is the Field editable or not.
- Card Section format: How the field is displayed within the summary of a Card.
- Apply Default Value: A tickbox to and text field to set a default value if one is required.
Once you have ticked for the Field to be 'Shown' and where on the Form you would like the Field to be positioned by amending the above sections. You can click Save & Close to close the Window. Then click Save & Close on the Form Layout window. Revert to the Record that you have edited to make sure the Field is appearing and where you would like it to show.