Forms Flashcards
What does a form display?
A record from a table
What object can we use to create, view, or modify a record in a table?
A form
How can we access a form from the Applications menu?
- By opening an existing record (Incident > Open)
- By creating a new record (Incident > New)
Where do we disable tabed forms?
User menu > Preferences > Display
What are the main field types?
- String field
- Choice field (select from a list of choices)
- True / False field (checkbox)
- Reference field (enter or select a value from a related table)
- Journal fields (Additional comments, Work notes)
How to display a preview of a related record from a reference field?
Click the reference icon next to the Reference field
On the personalize form list of fields, why are some fields greyed?
Those fields either are mandatory and cannot be hidden, or they are already hidden by some UI Policy or client script(like the On hold reason field)
What is a formatter?
A form element used to display info that is not a field in the record (Activities stream, Related Search Results)
What capability lets us set form field values that are commonly used all at once in a form?
Form template
What are the 3 effects of a form template?
- Set values for specific fields on the record
- Does not change configuration or personalization of form fields
- Sets values of fields on the underlying table even if those fields are not displayed on the form
When creating a form template for all users to view and apply it, what do we need to check on the template form?
Check Global
What are form views?
Unique configurations of system forms, targeted to users with specific needs for that form
What feature allows the configuration of form views?
Form Designer
Where to navigate to create a new form view?
From a form, Context menu > Configure > Form Design
Which roles are required to configure forms with Form Designer?
admin
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