Form: Difference between revisions

* Click '''Add Spacer''' to add a horizontal dividing line. Use dividing lines to organize fields into logical blocks.

Click '''Add Detail''' to add a new tab to the form. It will be placed just below the selected tab in the Designer pane. You can rename it; either click '''Rename''' or modify the '''Name''' parameter in the '''Properties''' pane.

Click '''Add List''' and select related or associated entity from the drop-down list. The tab will show a list of records from the entity. Alternatively, you can drag a list from the Fields pane to the Designer pane. If a specific associated list is missing, make sure that the lookup that defines the relationship is enabled on the child entity. For example, to add a list of associated Contacts on Account entity via lookup parentcustomerid, the field parentcustomerid needs to be enabled on the Contact entity.

Click '''Add List''' and select '''Unrelated Entity List''' to add a list of unrelated records. You have to select the entity that should be used.

When you select any list and click '''Properties''' (or double-click on the list), you can define additional properties:

* What associated and lookup view(s) will be available for this list. You can also filter the values.

*: <small>This additional filter will be combined with the filter defined in the view. This can help narrow down the results, e.g. when you want to assign the primary contact to an account and you don’t want to have all contacts listed, you only want to see the contacts that are associated with the account already. You can create a specific [[filtered lookup]] view, or in this case, click '''Edit Filter''' and add additional condition that will always apply to the primary lookup field.</small>

* Calendar parameters, such as date range and day filters.

* Map properties