Forms [DHTML] allows you to create sub form, add and edit fields to the sub forms, customize them and more. The Form Name list represents the Main Object that the Form is associated with.You can create and design sub forms for main objects according to your needs.
Clicking Forms[DHTML] on the Project Setup menu displays the Forms screen, shown below. Existing Forms are displayed here on a Forms list. The Form Name list represents the Main Object that the Form is associated with. Follow the steps below to work with the Forms screen.
Forms [DHTML] Screen
The following columns of information are displayed for each item on the list.
| Fields | Descriptions |
| Form Name | Form Name is the Name of the Form. |
| Form Label | Form Label is the title of the Form on its display within SF CRM. Select the Form Object for which you want to display existing Forms from the Form Name list. |
- Click New to create a new Form.
- Click Edit to modify an existing Form.
- Click Customize to generate Fly Notes for an existing Form
- Click Delete to delete an existing Form
- Click Label to modify an existing Form’s Form Label.
Note: Use Sub Forms when you don’t want to show the user the Main Form, which may be very large at every step of the process. When you create a Sub Form, the Main Form is copied and you can then remove fields from the Sub Form to create a subset of the Main Form. Sub Forms are
useful when used in combination with Workflow. Within a Workflow, you can specify that when the record status is ‘something’ this Sub Form will be displayed
Create a New Sub-Form
Clicking New on the Forms screen displays the -Form window, as shown below. Follow these steps to work with the Form window and associate it with the Main Object you’ve selected from the Form Name list on the Tables screen. Follow the steps below to create a new Sub Form.
New Forms [DHTML] Screen
- Enter a name (up to 8 characters) for the new Sub-Form in the Sub-Form Name text field. When the Form is created, its name will be appended to the Object Name that it is being associated
- Click Save to add the new Sub Form to Sf CRM.
- Click
to exit this window without creating a new Form.
Edit Forms
Clicking Edit for a line on the Forms list displays the Modify Form Layout screen, shown below. Follow the steps below to modify the layout of an existing Form using this screen.
Edit Forms [DHTML] Screen
- Click
to save changes to the form. - Click
to show and change property. - Click
to Insert a text type field - Click
to insert a value type field - Click
to insert a static text type field - Click
to insert a picture type field - Click
to insert a long text type field - Click
to align left - Click
to align right - Click
to align top - Click to
align bottom - Click
expand to make same width - Click
expand to make same height - Click
shrink to make same width - Click
shrink to make same height - Click
remove selected fields from current form - Click
preview current form.
Click Value List type to display the Value List window, shown below
Value List Window
Customize Forms
Clicking Customize for a line on the Forms list displays the Fly Notes screen for the selected
Form, as shown below. A Fly Note is a way to add a note on the fly (as the name suggests). When you apply Fly Notes to a form, the system displays a Note text box on the fly when you work with that form. The note entered in the Fly Notes gets added as a note record. Follow the steps below to work with the Fly Notes screen.
Customize Forms
- Select Yes from the Enable fly notes? list, which is the default, or select No from this menu to not enable Fly Notes.
- Select the All Forms check box to assign the Fly Notes designation to all Forms, rather than only the Form you are working with.
- Click Save to save your selections to the system.
- Click
to exit this screen without making any changes.
Delete Forms
Clicking Delete for a line on the Forms list allows you to delete a Form from the system. A Confirmation window, shown below, is displayed to ensure that is your intention. Click Yes to delete the Form or click Cancel to exit this window without deleting the Form.
Delete Forms
Label Forms
Clicking Label for a line on the Forms list displays the Modify Form Label screen, shown below , which allows you to change the Label for an existing Form. Follow the steps below to work with the Modify Form Label screen.
Modify Form Label Screen
- Enter a new label for the Form in the Form Label text field.
- Click
to save the change to the system. - Click to exit this screen without making a change.
View Logs for Forms/Forms[DHTML]
View Log button allows the user to track changes in Forms/ Forms[DHTML] and find out details of deletion and modification.
Follow the steps below to view Log:
- Click on Setup under Links.
- Under Project Setup click on Forms or Forms[DHTML]
3. On Forms page select a Form Name from the list then click on View Log button.
4. This option allows the user to view logs of Deleted and Modified fields in a form.
The following columns of information are displayed for each item on the list.
| Fields | Description |
| User | Name of the user who has modified/Deleted fields in the form |
| Object Name | Name of the Form |
| Type | Field Added/Deleted/ Modified |
| Time | Time of modification/addition or deletion. Example :08 Jan 2015 12:30:38 AM |
| Details | Details of the field Added /Deleted/Modified |
External List Field Filter for Forms Designer
Follow the steps below to add an external List Field Filter to your form:
- Click on Forms[DHTML] under Project Setup in Setup
- Select Form Name from the list.
- Select the Form you want to add external List to, then click on
4. Add list type field to your form
5. Follow the steps below for setting up the External Field Filter.
- Double click on the list type field to open Settings
- On settings window ,select External for the Parent Field. (List of all the External tables are displayed)
- Select the table you want to add.
- Select any field from the table.
- Then click on Build to add other settings to the application
- Select the Field from the list you want to add to the form
- Click on Fields button to open the list of values and options
- Select your preferred options then click on Save to add specific where conditions.
- Once you have selected your Specific Where Conditions click on Save to save your options.
