{"id":50218,"date":"2020-04-27T05:25:14","date_gmt":"2020-04-27T12:25:14","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=50218"},"modified":"2020-04-27T05:52:15","modified_gmt":"2020-04-27T12:52:15","slug":"working-with-form-layout-designer","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/50218\/working-with-form-layout-designer\/","title":{"rendered":"Working with Form Layout Designer"},"content":{"rendered":"<h3>Overview<\/h3>\n<p><strong>Form Layout Designer<\/strong> lets you customize record type screens to change existing form layout.<\/p>\n<p>In a form, you can customize tabs and fields. <strong>Form Layout Designer<\/strong> allows you to track information that was not built originally into <em>TopTeam<\/em>, however, it may be useful for your organization.<\/p>\n<p>This article explains the opening, user interface and lists the tasks that you can accomplish with <strong>Form Layout Designer<\/strong>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Administrators<\/li>\n<li>Project Admins<\/li>\n<\/ul>\n<h3>Step 1. Opening Form Layout Designer<\/h3>\n<p>You can open <strong>Form Layout Designer<\/strong> from a record detail editor.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50235\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-45.gif\" \/><\/p>\n<p>Alternatively, open from the <strong>Administration<\/strong> area. Navigate to <em>Administration<\/em> area &gt; click <em>Configure System Record Types<\/em> &gt; Click <em>Customize Record Type Form Layout<\/em> &gt; select <em>Record Type<\/em> to customize its form layout.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50236\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-67.png\" \/><\/p>\n<h3>User Interface of Form Layout Designer<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50237\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-68.png\" \/><\/p>\n<ol>\n<li><strong>Main toolbar<\/strong> \u2013 It consists of actions to customize tabs, restore to default, etc.<\/li>\n<li><strong>Form Layout<\/strong> \u2013 <strong>Form Layout<\/strong> is the view to customize the selected record type form and it contains tabs and fields. It consists of a designer toolbar that contains actions to <em>Align, Anchor<\/em>, <em>Remove Widgets<\/em>, etc.<\/li>\n<li><strong>Fields Panel<\/strong> \u2013 Allows you to manage fields on the form. All the fields of the selected record type display here.\n<ol>\n<li><strong>Fields not on Form <\/strong>\u2013 It lists the fields that are not placed on the form.<\/li>\n<li><strong>Fields on Form <\/strong>\u2013 It lists the fields that are placed on the form.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3>Customizing Form Layout for a selected record type<\/h3>\n<table>\n<tbody>\n<tr>\n<td><strong>Sr. No.<\/strong><\/td>\n<td><strong>Article Name<\/strong><\/td>\n<td><strong>Help Link<\/strong><\/td>\n<\/tr>\n<tr>\n<td>1.<\/td>\n<td>Customizing Tabs<\/td>\n<td><a href=\"http:\/\/www.technosolutions.com\/kb\/1917\/adding-a-custom-tab-to-a-form-screen\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about adding or customizing tabs of a record type<\/td>\n<\/tr>\n<tr>\n<td>2.<\/td>\n<td>Placing Fields on Form<\/td>\n<td><a href=\"http:\/\/www.technosolutions.com\/kb\/21286\/customizing-form-layout-adding-fields-to-forms\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about adding fields to form.<\/td>\n<\/tr>\n<tr>\n<td>3.<\/td>\n<td>Arranging Fields on Form<\/td>\n<td><a href=\"http:\/\/www.technosolutions.com\/kb\/50225\/arranging-fields-on-form-using-form-layout-designer\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about arranging fields on a form such as alignment, order, etc.<\/td>\n<\/tr>\n<tr>\n<td>4.<\/td>\n<td>Moving Fields from one Tab to another<\/td>\n<td><a href=\"http:\/\/www.technosolutions.com\/kb\/50231\/moving-fields-from-one-tab-to-another-using-form-layout-designer\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about moving fields from one tab to another.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>See Also<\/h3>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/1890\/defining-custom-fields-for-a-record-type\/\" target=\"_blank\" rel=\"noopener\">Defining Custom Fields for a Record Type<\/a><\/p>\n<p>Revised: April 27<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Form Layout Designer lets you customize record type screens to change existing form layout. In a form, you can customize tabs and fields. Form Layout Designer allows you to track information that was not built originally into TopTeam, however, it may be useful for your organization. This article explains the opening, user interface and lists the tasks that you can accomplish with Form Layout Designer. Who should read this? TopTeam Administrators Project Admins Step 1. Opening Form Layout Designer You can open Form Layout Designer from a record detail editor. Alternatively, open from the Administration area. Navigate to Administration <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[308,309],"class_list":["post-50218","post","type-post","status-publish","format-standard","hentry","category-administration","tag-fields","tag-forms"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-d3Y","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50218","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=50218"}],"version-history":[{"count":5,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50218\/revisions"}],"predecessor-version":[{"id":50243,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50218\/revisions\/50243"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=50218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=50218"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=50218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}