You can also edit and configure any Fields that are added by drag & drop (Create New) or from the existing list. [1]
You can configure the following details for the Fields:
“Field Name” will display the field’s name that is used in Module Builder.
“Data Type” will display the field’s data type in Module Builder.
Label: Insert the relevant text caption.
Placeholder: Insert the caption into the input text field.
Help Tip: Insert the short details as the question mark icon hover.
Attribute: Select the attribute for the field i.e. Read Only, Required Field.
Hidden Field
If you are designing the Add/Edit form then the “Hidden” option under the Attributes section will be visible. If you checkmark the Hidden option then you need to set the Default Values is compulsory.
Hidden field will not be visible in the form but it will be visible in the Module builder.
Select Design Layouts
If the Field’s data type is Boolean, then you can set the Design Layout. You will get the three predefined layouts for the fields. Select any design layout to make it visible on the portal.
If the field’s data type is a multi-select picklist, there will be a “Select Design Layout” option. You will get the three predefined Layouts for the field. Select any design layout to make it visible on the portal.
By clicking on any layout you can have a preview of it.
Show Video/Image Fields
If you are designing the Detail form of any object and the fields data type is string then you will have an option to display that field as video or image.
Either you can enable the Show as Video option or Show as Image option.
Set Default Value
If you are designing the Add/Edit form of any object and the field’s data type is String, Numeric, Memo, Boolean, Picklist, State, and Status then the Set Default Value option will be visible.
If the field’s data type is a string/memo then the Set Default Value field data type will also be string and will only take string values.
If the field’s data type is numeric then the Set Default Value field data type will also be numeric and will only take numeric values
If the field’s data type is picklist/boolean/status/state then the Set Default Value field data type will also be picklist.
For Add/Edit form, portal uses will get the default values filled up on the form as per the configuration
Multiselect Dropdown Fields
If the field’s data type is a multi select picklist, there will be a “Select Design Layout” option. You will get 2-predefined Design Layouts (Style) for the field. Select any design layout to display in the customer portal. You can preview the layout by clicking on it.
Workflow Settings
Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.
Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.
Note: You can enable workflow only for the Lookup, Customer, and Owner Type Fields.
Once you have added the fields and designed the layouts, you can Publish the Form or keep it as Draft.
If you have selected the Copy to Edit and Copy to Detail, the pages will automatically be created for the selected copy options.
Progress Bar in Field Configuration
You can configure the Progress bar in the Form builder for the specific dropdown fields of any entity form. You can enable the progress bar view for the dropdown type fields: Picklist, State, Status.
You can enable the Progress bar from the Field Configuration, by scrolling down in the Field configuration, you will find the Show as Progress Bar option. Enable the option to display to the portal users in the customer portal.
You can set the sequence of the available options (Field values) for the selected dropdown Field. You can shuffle the options to change the sequence by dragging it up-down.
The 2-design layouts are provided. You can select any design layout to display the progress bar in the customer portal.
You can also make the progress bar field as Required or Read-Only as per your requirement.
Note: The progress bar status can reflect the “Advance Field Management” settings to display the FIeld options to allow the portal users to select in the customer portal.