By clicking on any form, you will navigate to its editing view. Under the “Form Grid”, you can edit the added Field’s label or delete it if not required.
Note: If you are editing the Form page, you cannot change the Entity, Form Type, or cannot use the ready list from CRM (Use Existing). You can edit the fields of the entity and its Layout.
You can preview the ‘Form’ by clicking on the Preview button; you can check the entity layout. (Screenshot-2)
If you have selected another language, the details in the preview will be displayed in that language.
> Create (Add) a new Form layout
You can create a Form for any other entity. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the Form. Click on the Next button to design the layout. (Screenshot-3)
+ Add Panel
You will get the + Add Panel option that can be used to separate the portal content (fields) into multiple sections as you wanted to be displayed to the portal users. (Screenshot-4)
You can insert a relevant title to the panel to identify it. (Screenshot-5)
By clicking on the +Add Panel a new panel will be added to the drag area (body) of the From builder. Under the “Layout” tab, the different layouts (body) are provided to manage the Fields & display the portal content as you want it to be displayed. You need to add the layouts (grids) by drag & drop only into the panels.
Under Web Forms, by selecting the ‘Entity’, you can design the layout for the Add, Edit & Detail pages individually for a new page. You can simply drag & drop the required Fields into the ‘Form’ grid. (Screenshot-6)
Here, there are two Copy options provided: Copy to Edit & Copy to Detail. You can copy the ‘Add’ form design for the ‘Edit’ form and ‘Detail’ form as well.
By selecting these options, you can copy the ‘Add’ form for the ‘Edit’ & ‘Details’ forms that will create the same design for the form layout and same Fields.
Here, there are the “Advanced options” provided: Copy to Edit & Copy to Detail. (Screenshot-6)
You can copy the ‘Add’ form design for the ‘Edit’ form and ‘Detail’ form as well.
– By selecting these options, you can copy the ‘Add’ form for the ‘Edit’ & ‘Details’ forms that will create the same design for the form layout and same Fields.
– If you are designing the ‘Edit’ form, you will get the Copy to Add from. (Screenshot-7)
Notes Access
If you are designing the ‘Detail’ form, you will get the Notes Access option to provide the Note access for the customer portal users and allow the portal users to add any Notes for further communications. (Screenshot-8)
Once you have added the fields and designed the layouts, you can Publish the Form or keep it as a Draft.