To customize list forms
Purpose
For some list forms, you can customize the object type drop-down to reduce the number of menu options displayed, to create, rename, and rearrange menu items, and to choose the default option. You can also select the action buttons that appear on the form.
Steps
1 |
Open the Workspace form; see To create a new custom workspace or To modify an existing workspace . Alternatively, you can click the Customize button on a list form, if available. The Workspace (Edit) form for the current workspace opens with the List Forms tab displayed. Go to Step 4 . |
2 |
Click on the List Forms tab and choose a list form type from the Form drop-down menu. |
3 |
Click on the Object Types tab, if required. The All Object Types panel contains a list of all object types available for the selected list form type. The Appear on Form panel contains the object types that appear in the object type drop-down menu. |
4 |
Expand items as required in the All Object Types panel and Appear on Form panel. |
5 |
Perform any of the following:
|
6 |
Configure the button display for the list form type selected in Step 2 . Click on the Button Panel tab and select or deselect buttons, as required. Buttons that are not selected will not appear on the list form. The available buttons vary depending on the form type. Mandatory buttons such as Search, Properties and Customize are dimmed and cannot be removed. |
7 |
Save your changes and close the form. Note: When you modify a workspace currently in use, the workspace selector displays Workspace Out of Sync. Select the current workspace from the workspace selector to apply the modified settings. End of steps |