Configure Form Views Using the Modern Page Designer

Role:Administrator

Prerequisites:

• Administrator access is required.

• The global constant EnableNova must be set to True.

You use a Form view to build the record detail and data-entry form for a business object. A form view belongs to the Detail page view type. You build each form view through a three-step process you add sections, add content blocks, and then add controls. This procedure uses the Incident business object as an example.

The Create new view dialog groups view types into two categories. Select a view type under Detail page (Form view) or under List page (Data grid, Kanban, or Gallery view).

Create a Form View

1. In the Views dropdown, select the ellipsis (⋮), and then select Add New.

   

   The Create new view dialog appears on the Select view type tab.

2. From the View type dropdown, under Detail page, select Form view.

   

3. (Optional) Select the Use existing Form view checkbox to base the new view on a previously created form view.

4. In View name, enter a descriptive name for the view.

5. Under Navigation to other views - after saving object, show, select the view to display after a user saves the object.

6. Click Save to continue to the Properties tab.

   Configure Form View Properties

   On the Properties tab, configure the following fields.

   

   Field	Description
   Name	The internal name of the form view.
   Description	An optional description of the form view.
   Advanced Settings
   Enable object view auditing	Records audit entries when users open the form view.
   Enable next/previous buttons on the search bar	Displays next and previous navigation buttons on the search bar so that users can move between records.
   Enable smart fill on repetitive input of some values	Suggests previously entered values when a user repeats input on a field.
   Enable cost management	Activates cost management for the form view. Select Edit cost settings to configure the cost options.
   Enable matching panel	Displays the matching panel on the form. Select Select Object Matching to choose the object matching configuration.

7. Click Save.

   The Form View Workspace

   After you save the form view properties, the designer opens. The workspace contains the following areas.

   

   Field	Description
   Left pane	Contains the Layout and Views dropdowns and the three build steps: Step 1: Sections, Step 2: Content blocks, and Step 3: Controls.
   Center pane	Displays the form as you build it. By default, an empty form with a single column is available.
   Configure pane	Displays the properties of the item you select on the Center pane. The fields in this pane change depending on whether you select a section, a content block, or a control.
   Show control borders	Displays borders for the forms when you select the checkbox.
   Preview	Previews the changes you make in the Modern Page Designer.
   Save and Publish	Applies the form view to the layout.

   Default State of a New Form View

   When the designer opens, the center pane displays an empty form with a single column by default. You do not need to add this form. The Configure pane on the right displays the properties of this default form, and you can configure it immediately.

   When you select the default form on the canvas, the Manage cells button appears above it. Use Manage cells to change the cell layout of the form. See Manage the Cells in a Content Block.

   

   Use Step 1, Step 2, and Step 3 in the left pane to add further sections, content blocks, and controls to the form view

Build a Form View

After you create a form view, build it from top to bottom: add a section, add a content block to the section, and then add controls to the content block.

Step 1: Add and Configure Sections

1. In the left pane, expand Step 1: Sections.

2. Select a section layout from the available layouts.

   

   Drag drop the section to the center pane.

3. Select the section, and then configure it in the Configure properties section.

   Field	Description
   Name	The display name of the section.
   Number of columns	The column layout of the section. Select one of the following values: 1 column section, 2 column section, 3 column section, 2 column section (small – large), or 2 column section (large – small).
   Background color	The background color applied to the section. Select a color from the palette.
   Mobile view
   Hide on mobile devices	Hides the section on mobile devices when you turn the toggle on. Use this option to control which sections appear in responsive layouts.
   Remove	Removes the section from the form view.

Step 2: Add Content Blocks

1. In the left pane, expand Step 2: Content blocks.

   

2. Drag a content block into the section. Select one of the following block types:

   • Form

   • Data grid

   • HTML

3. (Optional) Select Manage cells on the content block to adjust the cell layout.

Step 3: Add and Configure Controls

1. In the left pane, expand Step 3: Controls.

   

   The Available controls pane appears.

2. (Optional) In the Search box, enter a control name to locate a control.

3. Locate the control under one of the following groups:

   • Incident > Expand Fields to add a business object field, or expand Relationships to add a related field.

   • Other > Add a non-field control, such as Label, Picture, Response target, Command button, or Cancel button etc.

   For more information refer Form Controls and

4. Drag the control into a cell in the content block.

5. Select the control to open the Configure pane (also called the Properties panel), and then set the control's properties.

6. Click Save and publish to apply the form view to the layout.

7. Navigate to Configure > Users and Permissions > Roles and Permissions to Assign the New Layout to a Role.

8. Reload the Home page.

Manage the Cells in a Content Block

Use Manage cells to edit the cell layout of a content block.

1. Select the Form. The Manage cells button appears above the form.

   

2. Select Manage cells. The cell editing options appear.

   

3. Select the cell you want to change, and then select one of the following options.

   Field	Description
   Insert on top	Inserts a row above the selected cell.
   Insert on bottom	Inserts a row below the selected cell.
   Insert on left	Inserts a column to the left of the selected cell.
   Insert on right	Inserts a column to the right of the selected cell.
   Delete	Deletes a row or a column from the form view.
   Merge	Merges the selected cells into a single cell. Hold the Ctrl key, select each cell you want to merge, and then select Merge.
   Split	Splits the selected form.
   Close	Closes the cell editing options.

Control Types

In the Available controls pane, controls come from three groups: Fields, Relationships, and Other. How a control behaves and which properties appear in the Configure pane depend on which group the control comes from.

• Fields: The business object's own fields (for example, the Incident fields). When you drag a field onto the form, the application wires the control to that field. Each field has a predefined data type, and the field's data type determines the available control types and the properties shown in the Configure pane.

• Relationships: A list of related business objects and their fields. Select a field from a related business object when you want to use that relationship.

• Other: A predefined list of form controls organized by type. These controls are not linked to a field, so their properties start empty and you configure them yourself. See Other Form Controls below.

For a field-based control, you set the control type in the Control type dropdown in the Configure pane. The available control types depend on the field's data type:

Other Form Controls

The following controls come from the Other group in the Available controls pane. They are not linked to a field, so you configure their properties yourself. Each control opens its own set of properties in the Configure pane.