How to add a Field to a Form Layout?
This article explains how to add an existing field to a Form Layout in Workbooks.
Before adding a Field to a Form Layout, confirm that:
- The Field already exists on the relevant Record Type. If the field has not yet been created, see Creating Custom Fields before continuing.
- You have Modify Permission for the Form Layout you want to edit.
- You have the required Capabilities:
- Manage Custom Form Layouts
- Manage Custom Form Layouts
Add a Field to a Form Layout
Go to Start > Configuration > Customization > Record Types
- Select the Record Type you want to edit.
- Open the Form Layouts tab.
- Select the Form Layout you want to edit.
- Open the Fields tab.
The Fields tab displays all Fields that are available for the selected Record Type.
- Dark Fields are currently shown on the Form Layout.
- Grey Fields are available but are not currently shown on the Form Layout.
Setting |
Description |
|---|---|
| Field Name | Displays the name of the Field. |
| Field Type | Displays the type of Field, such as Text, Date, Currency or Picklist. |
| Show | Controls whether the Field is displayed on the Form Layout. |
| Parent Section | Determines the section of the Form Layout in which the Field will appear. |
| Position | Controls where the Field appears within the selected Parent Section. |
| Label Behaviour | Controls how the Field label is displayed, such as in the default position, above the Field or below the Field. |
| Required | Determines whether users must enter a value in the Field before saving the record. |
| Read-only | Prevents users from editing the Field value. |
| Card Section Format | Controls how the Field is displayed within the summary of a Card. |
| Apply Default Value | Allows a default value to be populated when a new record is created. |
To add a Field, select the relevant grey Field from the list. This opens the different sections of the form:
Display the Field
- Tick Show.
- Select the appropriate Parent Section.
- Choose the required Position within that section.
- Configure any additional settings, such as if the Field should be marked asRequired orRead-only, how should it render in Card Fromat section and finally if the Field should have a default value applied(Apply Default Value).
- Click Save & Close.
Once you have finished configuring the Field:
- Click Save & Close on the Form Layout.
- Open a record that uses the Form Layout.
- Confirm that the Field appears in the correct section and position.
- Test the Field to make sure it behaves as expected.
Troubleshooting
The Field does not appear on the record
If the Field is not visible, check that:
- The Show option is selected.
- You edited the correct Form Layout.
- The Field has been added to the expected Parent Section.
- The affected user has access to the Form Layout you modified.
- You clicked Save & Close on both the Field and the Form Layout.
Refresh or reopen the record after saving the changes.
The Field appears in the wrong location
Reopen the Field configuration and review the following settings:
- Parent Section
- Position
Update the settings as required, save the Field and then save the Form Layout again.