{"id":21286,"date":"2016-01-05T05:21:24","date_gmt":"2016-01-05T13:21:24","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/21286\/how-to-add-a-new-custom-field-to-form-layout-designer\/"},"modified":"2020-04-27T06:02:26","modified_gmt":"2020-04-27T13:02:26","slug":"customizing-form-layout-adding-fields-to-forms","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/21286\/customizing-form-layout-adding-fields-to-forms\/","title":{"rendered":"Customizing Form Layout &#8211; Adding Fields to Forms (Screens)"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview <\/h3>\n<div class=\"StepInstructions\">\n<p><i>Record Types <\/i>in <i>TopTeam<\/i> can be customized to include <i>Fields<\/i> or <i>Custom Fields<\/i>, that can be added using <i>Form Layout Designer<\/i>. <br \/>\nFor example, if you want to add <i>Functional Area<\/i> field to all of your <i>Use Cases<\/i>, the <strong>Form Layout Designer<\/strong> feature allows you to add that field and it will be available in all <i>Use Case<\/i> records. <\/p>\n<p>In this article, you will learn how to add a new <i>Custom Field<\/i> to a Record Type form.<\/p>\n<p><strong>NOTE<\/strong>: <strong>You can add fields to existing tabs that are enabled as well as <i>Custom Tabs<\/i>. Certain system defined tabs are disabled and you cannot add custom fields to these tabs.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Navigate to the Administration screen<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423043828990-1-1.png\" width=\"511\" height=\"274\" alt=\"media_1423043828990-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Click Configure System Record Types<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423043925939-1-1.png\" width=\"717\" height=\"433\" alt=\"media_1423043925939-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Click Customize Record Type Form Layout<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423044012653-1-1.png\" width=\"680\" height=\"438\" alt=\"media_1423044012653-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Select the Record Type for which you want to design the Form Layout<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423044894780-1-1.png\" width=\"531\" height=\"267\" alt=\"media_1423044894780-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Form Layout Designer opens for the selected Record Type<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423045101224-1-1.png\" width=\"789\" height=\"593\" alt=\"media_1423045101224-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Let&#8217;s first add a new Custom tab to the Form<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423045196896-1-1.png\" width=\"553\" height=\"343\" alt=\"media_1423045196896-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>For information on adding a <i>Custom<\/i> tab, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1917\/adding-a-custom-tab-to-a-form-screen\/\" target=\"_blank\">Adding a Custom tab to a Form (Screen).<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Insert Field on the Custom tab<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423045846411-1-1.png\" width=\"800\" height=\"408\" alt=\"media_1423045846411-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>You can also drop the desired <i>Custom Fields <\/i>or <strong>system fields<i> <\/i><\/strong>to a <i>System<\/i> tab that is not disabled. <\/p>\n<p>Refresh<i> Repository Explorer<\/i> after adding the <i>Custom Field<\/i> to the <i>Form Layout<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. Open a Use Case record and go to the Custom I tab<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1423046167075-1-1.png\" width=\"711\" height=\"395\" alt=\"media_1423046167075-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Related Articles<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/50218\/working-with-form-layout-designer\/\" target=\"_blank\">Working with Form Layout Designer<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/1890\/defining-custom-fields-for-a-record-type\/\" target=\"_blank\">Defining Custom Fields for a Record Type<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: April 27th, 2020<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Record Types in TopTeam can be customized to include Fields or Custom Fields, that can be added using Form Layout Designer. For example, if you want to add Functional Area field to all of your Use Cases, the Form Layout Designer feature allows you to add that field and it will be available in all Use Case records. In this article, you will learn how to add a new Custom Field to a Record Type form. NOTE: You can add fields to existing tabs that are enabled as well as Custom Tabs. Certain system defined tabs are disabled and <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[308,309,29,310],"class_list":["post-21286","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-fields","tag-forms","tag-record-type","tag-screens"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5xk","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21286","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=21286"}],"version-history":[{"count":8,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21286\/revisions"}],"predecessor-version":[{"id":50260,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21286\/revisions\/50260"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=21286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=21286"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=21286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}