Applications → Working with Forms → Customizing Forms → Managing Form Maintenance → Updating Fields on Multiple Custom Forms

Updating Fields on Multiple Custom Forms

You can add, remove, or reposition fields on multiple custom forms at once, with one click of a button. This simplifies the task of updating forms, because you do not have to perform the action manually on each individual form. For example, suppose you add a field to the primary table in a process app, and that field needs to be on all state and transition forms that are based on that table. The field is not automatically added to custom forms, as it is for quick forms. This feature allows you to quickly and easily add the field to selected custom forms in the location you specify.

Note: New fields are automatically added to custom forms that include auto-sections. By default, the fields are placed and ordered in their specified privilege section.

See form updates in action

A list of all custom forms based on the containing primary or auxiliary table is presented in the field Property Editor. After you select an action (add, remove, or reposition), a dialog box opens. The list of forms in the dialog box is initially filtered according to the action. For example, if you want to add the Severity field, the list includes only those forms that do not already contain that field. For "add" and "reposition" actions, the list is filtered again after you select an adjacent field. For example, if you want to place the Severity field next to the Business Priority field, the forms that do not contain the Business Priority field will be disabled.

Note: The updates are performed in a dialog box that has three modes, one for each update action. The following procedures describe how to open the appropriate mode from the field Property Editor. Alternatively, you can switch to another mode from within the dialog box.

To add a field to custom forms:

  1. Select the field in the table editor.
  2. Click the Forms tab in the field Property Editor.
  3. Click Add to Forms.
  4. Complete the Add 'Field Name' Field Type Field to Forms dialog box.

Removing a Field

To remove a field from custom forms:

  1. Select the field in the table editor.
  2. Click the Forms tab in the field Property Editor.
  3. Click Remove from Forms.
  4. Complete the Remove 'Field Name' Field Type Field from Forms dialog box.

Repositioning a Field

To change the position of a field on custom forms:

  1. Select the field in the table editor.
  2. Click the Forms tab in the field Property Editor.
  3. Click Reposition in Forms.
  4. Complete the Reposition 'Field Name' Field Type Field in Forms dialog box.

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