Forms, sections, and fields
Forms display an object’s fields, while a form’s sections help you organize them by category. Learn how to add, edit, move, and set the visibility of forms, sections, and fields.
Adding and editing forms
Forms are a very useful component which help you easily access or edit an object's fields.
To add or edit a form, you’ll need to navigate to the relevant page layout. If you’re not sure how to do this, see the following article.
You can now click and drag a form component from the left sidebar into the desired location in your page. To move a form, simply drag and drop it anywhere on the page. If you would like to delete a form, click the x on the top right corner.
If you would like to edit an existing form, first choose the form you would like to edit. By hovering over a form, it will be outlined in blue. Simply click on the outlined form to open the form settings on the right. Using these settings, you can set up your preferred display mode, and add sections.
Form settings
The form settings help you set up how your form looks, and choose the most practical display for each object. You can also add sections, which is explained below.
Section type
The section type lets you choose how you would like to display a form’s sections. The List option is a continuous list which contains all of the sections at once, and is the default.
The Tabs option creates a tab for each section in the form.
Cell style
The cell style determines the display of each field. If you would like the field values to be displayed underneath the field name, choose the Vertical style. This is recommended when using multiple columns. If you are only using a small number of columns, the Horizontal style may display your fields best. This will place your field values to the right of the corresponding field name, and is less compact.
Component visibility
You can choose when you would like forms to be displayed using the visibility settings. For example, you may wish to have a second form displayed for business accounts. To do this, first create your business accounts form. Then find the component visibility under the form settings and add a filter set as Account Type Equals Business Account.
Now your business account form will be displayed based on the selected account type. By changing the account type, you’ll add the business form to your page.
For more details and explanations, see our component visibility article.
Default form for adding new records
New records can be added easily to each object. To learn how to add a new record, see the following article. When you add a new record, the form which is assigned to the page of the current user will open. Built-in Fireberry objects use premade forms which come with the system, unless you have defined them otherwise. There are a few special cases, which will be explained below.
No form
If an object’s page does not include a form component, a default form will still appear when you click the Add button of the object. This form will include the two default required fields, which are the Owner and Name fields. You can learn about the Name field, which is the primary field, here.
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Multiple forms
If an object contains multiple forms, all the forms will be displayed in the add new record dialog box. The conditional visibility filters for forms will not be applied at this stage. For example, if you have two forms set up for the accounts object, one which appears for private accounts and one which appears for business accounts, both forms will be displayed when adding a new account. Once you save your new account, the correct form will appear in its page based on the conditions you have set. The section and field visibility conditions will always be applied, whether you are adding a new record or viewing an existing record.
Adding and editing sections
Sections are a great way to keep your forms organized and easy to use. By categorizing fields based on sections, you can easily find the values you need and accelerate your workflow.
To start, you’ll need to open a form’s settings, which is explained above.
Now click the Add Section button, which will add a new section and open the section settings. You can move a section at any time to a different location within its form. Simply hover over a section to see its borders. Drag and drop the section to move it. You can delete a section at any time by clicking the x in the top right corner.
To edit an existing section, first hover over it, which will outline in it blue. You can then click on your desired section, which will open the section settings.
Section settings
Using the section settings you can choose how and when you would like your sections to be displayed, and add fields, which is explained in the next section.
Section title and columns
You can easily set or change the title of a section; simply type a name into the Section Title text box.
Below the title you can set the number of columns within your section. Shorter fields, such as names or phone numbers, are better displayed in a multi column display. Longer fields, such as addresses or descriptions may be easier to read in one column sections.
Show section as closed
Another helpful option is the Show section as closed toggle.
By setting it to green, your selected section will display as a closed section by default. This means that the page will only display the section title and an arrow. To display the sections fields, users will have to click the arrow next to the section name.
Section visibility
You can set the visibility of any section, which will control when the section is displayed. For example, you can create a lead source details section which is only visible when an account’s lead source is a personal connection. Simply click Add Filter under the section visibility setting, and then set your filter to Lead Source Equals Personal Connection.
You can add multiple filters, and set whether all or only one of the filters is required. To learn more, check out our section visibility article.
Adding and editing fields
You can add new or existing fields to a section. Start by selecting the section you would like to add a field to. Next, click the Add Field button in the section settings.
This will open a searchable dropdown list with all the fields and related fields which exist within the object, and the option to add new fields.
New fields
If you would like to add a new field to an object, use the Add New Field option at the bottom of the Add Field dropdown list. This will open a dialog box where you can define your new field. Check out our article on adding and editing fields here for further instructions.
Existing fields
Click on a field to add it to the bottom of the section. You can then move the field to anywhere in the section, or even to a different section, using drag and drop. To edit a field in your form's settings, simply hover over and then click the desired field. This will open its settings on the right side.
To access the field of a related object, first search for the lookup field which uses the object and then click on the arrow on its right. This will open all the fields which belong to the related object, which you can click on to add. These fields will be read only fields, and can only be edited from the forms which belong to their object. The lookup field which the related field was taken from will be displayed after the field name in a light gray. To learn more about related fields, click here.
Field settings
Using the field settings you can easily open and then edit the settings of the selected field. These settings are system wide, and will be applied to the field in every page. You can also choose to add required or read only specifications which will only be applied to the selected field within the page you’re currently editing. For example, setting the Status field as Read Only in your sales rep page will only affect the selected form in this page. The admin page’s Status field will not be set to Read Only, and thus the admin will still be able to edit it. However, if you open the Status field's settings and add the New Lead status option, this option will now be available in all the system pages which contain this field.
Editing a field's settings
You can choose to edit an individual field’s settings directly from the page editor. These edits will be saved to this field and applied to any pages which contain this field.
To start, select the field you would like to edit by clicking on it. This will open the Field Settings on the right of the page, where the name of the field will be displayed with the field’s type below it. You can now click the green Edit button to open the selected field’s settings and make changes. For example, you can change the name of the Account Owner field to Account Manager. Be sure to click Save once you’ve finished editing. To learn more about editing a field’s settings, see the following article.
Required
You can set any field to be required throughout the system by checking off the Required option in its field settings, which you can learn more about here.
Within a form, you can set custom required fields which will only be required in the specific form where they are set. To set a custom field as required, select the desired field and check the Required option in the field’s settings.
You can also choose to add conditions to a custom required field. These conditions will determine when a field is required. To learn more about setting conditions, see our field visibility article.
Read only
Like required fields, you can set any field as read only throughout the system by marking the Read Only option in the general field settings, as is explained here.
Within a form, you can set custom read only fields. This read only setting will only apply to the specific field within the selected form. You may wish to set fields as read only within forms where you want your users to be able to access a specific field without letting them change it.
For example, you may wish to set the Annual Revenue field as read only for your sales reps, so that they can see the revenue but cannot change it. To do so, open the page editor for the sales rep Accounts page, which you can find instructions for here. Then select the Annual Revenue field, which will open the field settings. Here you can check the Read Only option from the field settings. A lock will appear to signify that the field is now set to read only.
You can also choose to add conditions to the read only option. Simply click the arrow to the right and then set a filter, which you can learn more about in the following article.
Field visibility
Using the field visibility filter, you can set when a field will be displayed based on preset conditions. The filter will only be applied to the field in the specific form.
For example, you can choose to display the State field only when the Country field is set to United States or other countries where it’s relevant. First, select the State field from the desired form. Then use the field visibility settings to add a filter with the condition Country Equals United States.
To learn more about field visibility settings, click here.
