Configure Form Views Using the Modern Page Designer

23 min

Role:Administrator

Prerequisites:

Administrator access is required.

The global constant EnableNova must be set to True.

You use a Form view to build the record detail and data-entry form for a business object. A form view belongs to the Detail page view type. You build each form view through a three-step process you add sections, add content blocks, and then add controls. This procedure uses the Incident business object as an example.

The Create new view dialog groups view types into two categories. Select a view type under Detail page (Form view) or under List page (Data grid, Kanban, or Gallery view).

To configure layouts and views under List page, see Configure and Assign Views and Layouts Using the Modern Page Designer.

If you set a control's Control Type to Object Matching Control and select the Self Service checkbox when creating a layout in the Ivanti Service Management Portfolio UI V3 displays the control as a text field. For more information on Self Service Form Offering, see Configuring-Modern-Layouts-for-Form-Offerings.

Create a Form View

In the Views dropdown, select the ellipsis (⋮), and then select Add New.

The Create new view dialog appears on the Select view type tab.

From the View type dropdown, under Detail page, select Form view.

(Optional) Select the Use existing Form view checkbox to base the new view on a previously created form view.

In View name, enter a descriptive name for the view.

Under Navigation to other views - after saving object, show, select the view to display after a user saves the object.

Click Save to continue to the Properties tab.

Configure Form View Properties

On the Properties tab, configure the following fields.

Field	Description
Name	The internal name of the form view.
Description	An optional description of the form view.
Advanced Settings
Enable object view auditing	Records audit entries when users open the form view.
Enable next/previous buttons on the search bar	Displays next and previous navigation buttons on the search bar so that users can move between records.
Enable smart fill on repetitive input of some values	Suggests previously entered values when a user repeats input on a field.
Enable cost management	Activates cost management for the form view. Select Edit cost settings to configure the cost options.
Enable matching panel	Displays the matching panel on the form. Select Select Object Matching to choose the object matching configuration.

Click Save.

The Form View Workspace

After you save the form view properties, the designer opens. The workspace contains the following areas.

Field	Description
Left pane	Contains the Layout and Views dropdowns and the three build steps: Step 1: Sections, Step 2: Content blocks, and Step 3: Controls.
Center pane	Displays the form as you build it. By default, an empty form with a single column is available.
Configure pane	Displays the properties of the item you select on the Center pane. The fields in this pane change depending on whether you select a section, a content block, or a control.
Show control borders	Displays borders for the forms when you select the checkbox.
Preview	Previews the changes you make in the Modern Page Designer.
Save and Publish	Applies the form view to the layout.

Default State of a New Form View

When the designer opens, the center pane displays an empty form with a single column by default. You do not need to add this form. The Configure pane on the right displays the properties of this default form, and you can configure it immediately.

When you select the default form on the canvas, the Manage cells button appears above it. Use Manage cells to change the cell layout of the form. See Manage the Cells in a Content Block.

Use Step 1, Step 2, and Step 3 in the left pane to add further sections, content blocks, and controls to the form view

Build a Form View

After you create a form view, build it from top to bottom: add a section, add a content block to the section, and then add controls to the content block.

Step 1: Add and Configure Sections

In the left pane, expand Step 1: Sections.

Select a section layout from the available layouts.

Drag drop the section to the center pane.

Select the section, and then configure it in the Configure properties section.

Field	Description
Name	The display name of the section.
Number of columns	The column layout of the section. Select one of the following values: 1 column section, 2 column section, 3 column section, 2 column section (small – large), or 2 column section (large – small).
Background color	The background color applied to the section. Select a color from the palette.
Mobile view
Hide on mobile devices	Hides the section on mobile devices when you turn the toggle on. Use this option to control which sections appear in responsive layouts.
Remove	Removes the section from the form view.

Step 2: Add Content Blocks

In the left pane, expand Step 2: Content blocks.

Drag a content block into the section. Select one of the following block types:

Form

Data grid

HTML

Data grid and HTML will be available in the future releases.

(Optional) Select Manage cells on the content block to adjust the cell layout.

Step 3: Add and Configure Controls

In the left pane, expand Step 3: Controls.

The Available controls pane appears.

(Optional) In the Search box, enter a control name to locate a control.

Locate the control under one of the following groups:

Incident > Expand Fields to add a business object field, or expand Relationships to add a related field.

Other > Add a non-field control, such as Label, Picture, Response target, Command button, or Cancel button etc.

For more information refer Form Controls and

Drag the control into a cell in the content block.

Select the control to open the Configure pane (also called the Properties panel), and then set the control's properties.

Click Save and publish to apply the form view to the layout.

Navigate to Configure > Users and Permissions > Roles and Permissions to Assign the New Layout to a Role.

Reload the Home page.

Manage the Cells in a Content Block

Use Manage cells to edit the cell layout of a content block.

Select the Form. The Manage cells button appears above the form.

Select Manage cells. The cell editing options appear.

Select the cell you want to change, and then select one of the following options.

Field	Description
Insert on top	Inserts a row above the selected cell.
Insert on bottom	Inserts a row below the selected cell.
Insert on left	Inserts a column to the left of the selected cell.
Insert on right	Inserts a column to the right of the selected cell.
Delete	Deletes a row or a column from the form view.
Merge	Merges the selected cells into a single cell. Hold the Ctrl key, select each cell you want to merge, and then select Merge.
Split	Splits the selected form.
Close	Closes the cell editing options.

Control Types

In the Available controls pane, controls come from three groups: Fields, Relationships, and Other. How a control behaves and which properties appear in the Configure pane depend on which group the control comes from.

Fields: The business object's own fields (for example, the Incident fields). When you drag a field onto the form, the application wires the control to that field. Each field has a predefined data type, and the field's data type determines the available control types and the properties shown in the Configure pane.

Relationships: A list of related business objects and their fields. Select a field from a related business object when you want to use that relationship.

Other: A predefined list of form controls organized by type. These controls are not linked to a field, so their properties start empty and you configure them yourself. See Other Form Controls below.

For a field-based control, you set the control type in the Control type dropdown in the Configure pane. The available control types depend on the field's data type:

The fields and field types available in the Modern Page Designer work in the same way as the fields and field types in the Classic UI. The difference in the Modern Page Designer is that you can edit multiple forms. For more information on individual field types, see the Creating a Form.

Captures text input on a field. The following properties are transcribed from the Text field Configure panel (Category field). Where a description is not shown in the panel, it is marked below.

The following components are available when you build a form view. Each component opens its own set of properties in the Configure pane.

Property	Description
Control Type	Text field
Edit mask	Select the mask from the dropdown None, MAC Address, IP Address, US Phone, ZIP code, Custom.
Editable	Determines whether users can edit the field. Select Yes or No.
Field Name	The business object field bound to this control. This value is read-only.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field.
Label Style Rule	An expression to be applied to this style, if needed.
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Searchable	Determines whether users can edit the field. Select Yes or No.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Displays a field's value as read-only text. The following properties are those visible in the Read-only text field Configure panel

The following components are available when you build a form view. Each component opens its own set of properties in the Configure pane.

Property	Description
Control Type	Read-only text field
Field Name	The business object field bound to this control. This value is read-only.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field.
Label Style Rule	An expression to be applied to this style, if needed.
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Displays a field's value as read-only text. The following properties are those visible in the Radio button Configure panel

The following components are available when you build a form view. Each component opens its own set of properties in the Configure pane.

Property	Description
Control Type	Radio button
Field Name	The business object field bound to this control. This value is read-only.
Horizontal Layout	The layout can be selected from the dropdown.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field.
Label Style Rule	An expression to be applied to this style, if needed.
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Captures numeric input on a field. The following properties are transcribed from the Number Configure panel

The following components are available when you build a form view. Each component opens its own set of properties in the Configure pane.

Property	Description
Control Type	Number
Decimal precision	The number of digits to display after the decimal point. Enter a number to set how many decimal places the field shows.
Edit mask	Select the mask from the dropdown None, MAC Address, IP Address, US Phone, ZIP code, Custom.
Editable	Determines whether users can edit the field. Select Yes or No.
Field Name	The business object field bound to this control. This value is read-only.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field.
Label Style Rule	An expression to be applied to this style, if needed.
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Searchable	Determines whether users can edit the field. Select Yes or No.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Renders a boolean field as a checkbox. The following properties are transcribed from the Check box Configure panel (VIP field).

The following components are available when you build a form view. Each component opens its own set of properties in the Configure pane.

Property	Description
Control Type	Check box
Field Name	The business object field bound to this control.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field.
Label Style Rule	An expression to be applied to this style, if needed.
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Captures and validates an email address. Add a text field control, and then select Email from the Control type dropdown in the Configure pane.

Displays a fixed text string on the form. Use this control to show informational or instructional text that does not change with the record.

Property	Description
Control Type	Email
Field Name	The business object field bound to this control.
Height	The control height (lines).
Label	The text to appear on the field label.
Label Expression	An expression to apply to this label, if needed. For example, on the KnowledgeSelfService form, the following expression has been added to the Details cells: $(("Article ID: " + KnowledgeNumber)). This adds the label Article ID to the label and the Knowledge Base number assigned to this record.
Label Style Rule	An expression to be applied to this style, if needed. You can define what existing style (bold, header, etc.) to apply to a control based on a condition.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

A Link Field lets you view data from a related business object within the current business object. For example, the Incident business object uses link fields such as Customer, Org/Acct, and Employee to display data from those objects. You need to select Link Field control under the Control type in the Configure pane.

You can use link fields to refer to related objects. Link fields are associated with relationships and provide an alternate form of reference. To access a related object through a link field, use the relationship specifier. Use this specifier only from the business object that contains the link field; you cannot reference remote link fields.

Add a Link Field Control

Open the required form view in the Modern Page Designer.

In the left pane, expand Step 3: Controls.

Under Incident, expand Fields, and then locate the link field you want to add (for example, Customer or Organization Unit).

Drag the field into a cell in the content block.

Select the control to open the Configure pane. In Control type, select Link field from the dropdown.

Set the properties described in the following table.

Select Save and publish to apply the form view to the layout.

Link Field Properties

Configure the following properties in the Configure pane.

Property	Description
Control Type	Link field.
Disable Add Action	Determines whether the Add new action is unavailable on the rendered control. Select Yes to hide Add new, or No to allow it.
Disabled Expression	An expression that determines when the control is disabled.
Display Field	The field from the linked object that appears as the display value in the control (for example, Display Name).
Do not sort autocomplete result	Determines whether the application leaves the type-ahead (autocomplete) results unsorted.
Editable	Determines whether users can edit the field. Select Yes or No.
Field Name	The business object field bound to this control (for example, ProfileLink). This value is read-only.
Filter Expression	An expression that filters the records returned during lookup and advanced search.
Grid Name	The data grid used to display records in the lookup and advanced search.
Height	The control height (lines).
Hierarchical Picker	Determines whether the lookup opens the Hierarchical Picker for a linked object organized in a parent-child hierarchy. Select Yes or No.
Label	The text to appear on the field label.
Label Expression	An expression to apply to this label, if needed.
Label Position	The placement of the label relative to the field (for example, On the left).
Label Style Rule	An expression that applies a style to the label based on a condition.
Link Relationship	The relationship that defines the linked business object (for example, IncidentAssociatedCustomer).
Read-only Rule	An expression that determines when the field is read-only.
Required Rule	An expression that determines when the field requires a value.
Style	The style applied to the control. See Using Highlighter Styles.
Style Rule	An expression that applies a style based on a condition. See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Use like search for autocomplete	Determines whether autocomplete uses a partial-match ("like") search. Select Yes or No.
Visible Expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

In the Fields workspace, this is displayed as one of the following:

Date: Date only

Time: Time only

Date/Time: Date and time only

Property	Description
Control Type	Date picker is the control type applied to the field.
Edit mask	Select the mask from the dropdown None, MAC Address, IP Address, US Phone, ZIP code, Custom
Field name	The business object field bound to this control. This value is read-only.
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label expression	An expression to apply to this label, if needed.
Label position	The placement of the label relative to the field.
Label style rule	An expression to be applied to this style, if needed. You can define which existing style (for example, bold or header) to apply to a control based on a condition.
Read-only rule	An expression that determines when the field is read-only.
Required rule	An expression that determines when the field requires a value.
Style	The style applied to the control. See Using Highlighter Styles.
Style rule	An expression that applies a style based on a condition. See About Using Expressions in Styles.
Tab index	The order in which users can tab into this field.
Visible expression	Accepts the expression $(true) to make the control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Other Form Controls

The following controls come from the Other group in the Available controls pane. They are not linked to a field, so you configure their properties yourself. Each control opens its own set of properties in the Configure pane.

Adds a static or dynamic label to a form.

Property	Description
Control Type	Label
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed. For example, on the KnowledgeSelfService form, the following expression has been added to the Details cells: $(("Article ID: " + KnowledgeNumber)). This adds the label Article ID to the label and the Knowledge Base number assigned to this record.
Label Style Rule	An expression to be applied to this style, if needed. You can define what existing style (bold, header, etc.) to apply to a control based on a condition.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Allows attachments to be added, listed, and viewed on the form.

Property	Description
Allow editing file name	Select Yes to allow users to edit the file name, or No to prevent users from editing the file name.
Can add	Specifies if users can add attachments to the record.
Can delete	Specifies if users can delete attachments from the record.
Can paste	Specifies if users can paste content from the clipboard as an attachment.
Enable to add URL	Select Yes to show the Add URL button in extended mode, which lets users add URL-based attachments. The New URL attachment function appears in the Details tab.
Field 1	An optional metadata field displayed below the file name on each attachment. Select one of the following: Created By, Created Date Time, Last Modified Date Time, or Attachment Size.
Field 2	A second optional metadata field displayed below the file name on each attachment. Select one of the following: Created By, Created Date Time, Last Modified Date Time, or Attachment Size.
Control Type	Attachments
Height	The control height (lines).
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed. For example, on the KnowledgeSelfService form, the following expression has been added to the Details cells: $(("Article ID: " + KnowledgeNumber)). This adds the label Article ID to the label and the Knowledge Base number assigned to this record.
Label Position	The label position.
Label Style Rule	The field label style. Choose a style or enter an expression.
Max files	Specifies the maximum number of files allowed to be attached to a record. For example, to have no more than ten files be attached, enter 10. Enter at least 1 to enable file upload.
Max files per upload	Specifies the maximum number of pending (not yet saved) attachments. The application disables upload once this limit is reached.
Max Height	Optional. The maximum height (in pixels) of the control.
Max single file size	Specifies the maximum size of a single file, in the unit set by the Size in property.
Max summary files size	Specifies the maximum combined size of all attachments on the record, in the unit set by the Size in property.
Min Height	Optional. The minimum height (in pixels) of the control.
Relationship	The related field. Choose from the drop-down list.
Size in	How to measure the size. Choose either KB or MB.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Shows incident response time in relation to target response time. The states are:

blank: The incident record has been created recently. Response window still open.

met: Response was on time.

breached: No response, or late.

Property	Description
Breach DateTime	Enter the value for the breach date and time.
Breach Passed	Enter the value for the breach passed date and time.
Clock State	Enter the value for the clock state.
Control Type	Response target
Height	The control height (lines).
Label Style Rule	An expression to be applied to this style, if needed. You can define what existing style (bold, header, etc.) to apply to a control based on a condition.
Label Width	Enter a value for the label width.
Start Date	Enter a value for the start date of the response.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Define a progress bar for tracking purposes. For example, you can add a progress bar to track escalations for an incident.

Property	Description
1st Esc DateTime	Enter an expression for the first escalation date and time. For example, enter $([link:ResolutionEscLink]L1DateTime).
1st Esc Enabled	Empty.
1st Esc Passed	Enter an expression for when the first escalation has passed. For example, enter $([link:ResolutionEscLink]L1Passed).
2nd Esc DateTime	Enter an expression for the second escalation date and time. For example, enter $([link:ResolutionEscLink]L2DateTime).
2nd Esc Enabled	Empty.
2nd Esc Passed	Enter an expression for when the second escalation has passed. For example, enter $([link:ResolutionEscLink]L2Passed).
3rd Esc DateTime	Enter an expression for the third escalation date and time. For example, enter $([link:ResolutionEscLink]L3DateTime).
3rd Esc Enabled	Empty.
3rd Esc Passed	Enter an expression for when the third escalation has passed. For example, enter $([link:ResolutionEscLink]L3Passed).
Breach DateTime	Enter an expression for the escalation breach date and time. For example, enter $([link:ResolutionEscLink]BreachDateTime).
Breach Passed	Enter an expression for when the escalation breach has passed. For example, enter $([link:ResolutionEscLink]BreachPassed).
Clock State	Enter an expression for the clock state. For example, enter $([link:ResolutionEscLink]ClockState).
Control Type	Color bar indicator
Height	The control height (lines).
Label Style Rule	An expression to be applied to this style, if needed. You can define what existing style (bold, header, etc.) to apply to a control based on a condition.
Label Width	Enter the number of pixels for the width of the label.
Start Date	Enter the start date.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

Add images to the form, such as buttons or company logos.

Property	Description
Control Type	Image
Image	An image to associate with this control.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.

You can configure a form to include Command buttons for executing commands such as Quick Actions or predefined system actions.

The Command button control is available in the Angular-based form designer and provides functionality similar to the Classic UI.

To configure a Command button in a form view

Go to Build > Business Objects, and select the Incident business object.

Select the Layouts tab.

Select Add New Layout.

When prompted, select Try Modern Designer.

In the Layout list, select the required layout.

In the Views list, select the required form view.

In the form designer, select Step 3: Controls.

Expand the Other section.

Scroll to locate the Command button control.

Drag the Command button and drop it in the required section of the form.

Select the button that you added, and then configure it in the Configure panel.

Command Button

Select an Action

In the Configure panel, select the Action dropdown.

In the Select action dialog box:

Expand the required category and select Form Actions.

The list displays all available Quick Actions and predefined commands.

Select the required action (You can select predefined commands such as Save and Reload for Refresh, available under categories such as Form Actions.).

Click Select to confirm.

The Action list includes all configured Quick Actions and system commands.

Ensure that the required actions are available before associating them with a Command button.

The Button executes a specific command, such as running a report or a quick action. In the Configure panel you can configure the button.

Property	Description
Action	Choose a quick action to be performed when a user clicks the button.
Causes Validation	Specifies whether the button triggers validation before executing the action. Select Yes to validate the form before execution, or No to execute the action without validation.
Control Type	User interface command button.
Disabled Expression	Create an expression, or choose from the drop-down list.
Height	The control height (lines).
Image	An image to associate with this control.
Label	The text to appear on the field or control label.
Label Expression	An expression to apply to this label, if needed. For example, on the KnowledgeSelfService form, the following expression has been added to the Details cells: $(("Article ID: " + KnowledgeNumber)). This adds the label Article ID to the label and the Knowledge Base number assigned to this record.
Quick Action	Choose a quick action from the drop down list.
Quick Action	Choose a quick action from the drop-down list.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

The Cancel button is available as an out-of-the-box (OOTB) control.

When a user selects Cancel, the system cancels the current operation and navigates back to the list view from the form view.

If the form contains unsaved changes, the system displays a confirmation prompt.

Adds a Cancel button to the form. In the Configure panel you can configure the button.

Property	Description
Control Type	Cancel Button
Height	The control height (lines).
Image	An image to associate with this control.
Label	Cancel
Label Expression	An expression to apply to this label, if needed. For example, on the KnowledgeSelfService form, the following expression has been added to the Details cells: $(("Article ID: " + KnowledgeNumber)). This adds the label Article ID to the label and the Knowledge Base number assigned to this record.
Style	See Using Highlighter Styles.
Style Rule	See About Using Expressions in Styles.
Tab Index	The order in which users can tab into this field.
Visible Expression	Accepts the expression $(true) to make the expression control visible, or $(false) to hide it from the user.
Width	The control width (ems).

A child form panel is an embedded Form content block that you add to a form view and configure in the Configure pane (also called the properties panel). When the form view belongs to a Group business object, you add one child form panel for each member business object and bind each panel to that member's form, so that the correct member form appears based on the record you open.

The behavior specific to Group business objects is that you select the Group business object in the Relationship(s) list, and then select the member business object in the Business object list before you choose the existing panel.

In this example, the OrderCAR layout is associated with the Car Group business object through the OrderCARAssocCar relationship. The Car Group business object has three member business objects such as ElectricCar, GasCar, and HybridCar and each member has its own form.

Currently, only the Group business object is supported in the Relationship(s) list. The member business object relationships (for example, Car.ElectricCar, Car.GasCar, and Car.HybridCar) appear in the list but are not currently supported. Select the Group business object relationship (for example, Car (via OrderCARAssocCar)).

This procedure applies only to Group business objects. It also applies to migrated layouts.

To configure a child form panel for a member business object

Open the Group business object form view in the Modern Page Designer.

In the left pane, expand Step 1: Sections.

Select a section layout from the available layouts.

Drag the section to the center pane.

Select the section to open the Configure pane.

In the Select type list, select the section display type:

Single view: Displays the section as a standard, single section.

Horizontal tab: Displays the section as a horizontal tab. In the center pane, the section appears as a tab; select the add (+) icon next to the tab to add more tabs.

Section properties (Configure pane)

Property	Description
Select type	The section display type. Select Single view for a standard section, or Horizontal tab to display the section as a horizontal tab. When you select Horizontal tab, the section appears as a tab in the center pane, and you can add more tabs with the add () icon.
Name	The display name of the section.
Number of columns	The column layout of the section. Select one of the following values: 1 column section, 2 column section, 3 column section, 2 column section (small-large), or 2 column section (large - small).
Background color	The background color applied to the section. Select a color from the palette.
Mobile view: Hide on mobile devices	Hides the section on mobile devices when you turn the toggle on. Use this option to control which sections appear in responsive layouts.
Remove	Removes the section from the form view.

In the left pane, expand Step 2: Content blocks.

Drag a Form content block into the section. An empty content block appears in the center pane.

Select the content block to open the Configure pane.

In the Relationship(s) list, select the Group business object (for example, Car (via OrderCARAssocCar)). Do not select a member business object relationship; these are not currently supported.

In the Business object list, select the member business object whose form you want to embed. The list contains three member business objects (Car.ElectricCar, Car.GasCar, and Car.HybridCar). select one of the members (for example, Car.ElectricCar)

Select Use existing radio button.

In the Select existing panel list, select the member's form (for example, ElectricCarForm).

After you select the business object and Use existing, this list is populated with the forms already created for that business object.

(Optional) Configure the remaining panel properties in the Configure pane, as described in Child form panel properties.

Repeat steps 3 through 10 for each member business object. For example, Car.GasCar to GasCarFormView and Car.HybridCar to HybridCarFormView.

Click Save and publish.

Navigate to Configure > Users and Permissions > Roles and Permissions to Assign the New Layout to a Role.

Reload the Home page.

After you publish the layout, the form view displays the child form panel that matches the record you open. For example, opening an electric car record displays the ElectricCarForm panel with its fields (BatteryCapacity_kWh, MaxRange_Miles, and ChargingPlugType), a gas car record displays the GasCarFormView panel, and a hybrid car record displays the HybridCarFormView panel.

Child form panel properties (Configure pane)

The Configure pane displays the following properties for a child form panel, listed in the order they appear in the pane.

Property	Description
Business object	The member business object whose form the panel displays. The list contains the parent Group business object and its member business objects (for example, Car, Car.ElectricCar, Car.GasCar, and Car.HybridCar). Select one of the member business objects.
Create new / Use existing	Select Use existing to embed a form that already exists for the selected business object, or Create new to create a new panel.
Select existing panel	The existing form to embed (for example, ElectricCarForm, GasCarFormView and HybridCarFormView). Available when you select Use existing. After you select the business object, this list is populated with the forms already created for that business object.
Relationship(s)	The relationship that links the panel to the business object. Currently, only the Group business object is supported (for example, Car (via OrderCARAssocCar)). Member business object relationships appear in the list but are not currently supported.
Object	The business object that the embedded panel displays (for example, Car). This value is read-only.
Hidden expression	An expression that determines when the panel is hidden.
Initially visible	An expression that determines whether the panel is visible when the form first opens. For example, False hides the panel initially.
Default style	The default style applied to the panel.
Section toolbar: Display toolbar area	Select this check box to show a toolbar for the child form. For more information see Configure the Toolbar for a Form View.
Default cell margins	The default margins applied to the panel's cells.
Mobile View: Hide on mobile view	Hides the panel on mobile devices when you turn the toggle on.
Permission	The Update and Delete permissions for the panel. For more information see Configure and Assign Views and Layouts Using the Modern Page Designer.

The following buttons appear at the bottom of the Configure pane:

Property	Description
Save content	Saves the child form panel configuration.
Remove	Removes the child form panel from the form view.

After you configure a form view (detail page), you can edit the toolbar to control which tools and actions appear to end users.

On a form view, all toolbar tools appear on the right side of the toolbar. Unlike the Data Grid, Kanban, and Gallery views, the form view toolbar does not support left and right placement.

If you select the Self Service checkbox when you create the layout, the form view toolbar appears at the bottom of the form. For more information on Self Service Form Offering, see Configuring-Modern-Layouts-for-Form-Offerings.

Open the Form view in the Modern Page Designer.

Select the toolbar at the top of the form.

The Configure pane displays the current tool/menu list. Each tool includes an Edit Inline image icon.

To configure an individual tool, select its Edit icon.

To add or remove tools, select Edit toolbar.

The Toolbar editor opens.

The Toolbar editor includes the following sections and controls.

Field	Description
Preview	Shows how the toolbar will appear to end users. Updates automatically as you add, remove, or reorder tools.
Overall tool list	Lists all available tools you can add to the toolbar. Use the Search box to locate a tool. Filter the list using the Special buttons, Commands, and Actions check boxes.
Selected tool list	Displays the tools currently assigned to the toolbar. When you finish editing, select OK to save your changes and return to the main Toolbar Editor window.
Left section / Right section	Define the placement of tools in the toolbar. Use the arrow controls to move tools from the Overall tool list into either section.
Up and down arrows	Change the order of tools in the Selected tool list.
Select all	In the Selected tool list, use this checkbox to select every tool at once. This is useful if you want to remove all tools.
Delete	Removes selected tools from the Selected tool list. The tools return to the Overall tool list.
Arrow controls	Move tools between the Overall tool list and the Selected tool list.
Ok	Saves changes made in the Toolbar editor and closes the window.
Cancel	Closes the Toolbar editor without saving changes.

Add, Remove, and Reorder Tools

In the Overall tool list, select the tool you want to add.

Use the arrow controls to move the tool into the Selected tool list. To remove a tool, select it in the Selected tool list and use the arrow controls to move it back to the Overall tool list.

To delete a tool, select it in the Selected tool list, and then select Delete. To delete all tools, select Select all, and then select Delete.

Use the up and down arrows to change the order of the tools in the Selected tool list.

Click OK to save your changes and close the Toolbar editor.

Configure panel

You configure the Form panel in the Configure pane.

Field	Description
Create new / Use existing	Select the radio button to use existing to embed an existing panel, or Create new one.
Select existing panel	The existing panel to embed in the form (for example, Problem.DataEntry). Available when you select Use existing.
Relationship(s)	The relationship that links the from panel to the other form's view business object.
Object	The business object that the embedded panel displays (for example, Problem).
Hidden expression	An expression that determines when the panel is hidden.
Initially visible	An expression that determines whether the panel is visible when the form first opens. For example, False hides the panel initially.
Default style	The default style applied to the panel.
Section toolbar – Display toolbar area	Select this checkbox to show a toolbar for the child form.
Default cell margins	The default margins applied to the panel's cells (for example, 0; 0; 0; 0;).
Mobile View – Hide on mobile view	Hides the panel on mobile devices when you turn the toggle on.
Permission	The Update and Delete permissions for the panel.

An embedded child form (a panel added to the form view) can have its own toolbar, separate from the main form view toolbar.

In the Modern Page Designer, select the embedded child form panel.

In the Configure pane, confirm that Relationship(s) is not set to To Itself.

Under Section toolbar, select the Display toolbar area checkbox. A toolbar appears for the child form.

Unlike the main form view toolbar, which is right-aligned only, the child form toolbar supports both a Left section and a Right section. Use the arrow controls in the Toolbar editor to place tools into either section.

You can add a toolbar to the child form only when you select a specific relationship from the dropdown in Relationship(s).

Publish and Assign the Layout

On the form view page, do one of the following:

Select Preview to review the updates before publishing.

Select Save and publish to apply the changes.

Navigate to Configure > Users and Permissions > Roles and Permissions to Assign the New Layout to a Role.

Reload the Home page.

Navigate to the Incident workspace. The application displays the form view with the configured toolbar.

In the ellipsis (⋮) menu to access more toolbar actions.

To return to the list view, select the back arrow (To List View).

In the ellipsis (⋮) menu, select More to access additional quick actions, grouped into categories.

For information about how users add, rename, download, and delete attachments in the application, see About the "Other" Form Controls and Working with Attachment Types.

HTML tags are stripped from a control's Label Expression. If you need a label that renders HTML tags, use the following workaround:

Remove the label expression from the Attachment or any other control.

From the Other section, drag a Label control and drop it above the text field (or any other control).

In the Label control, enter the label expression with the HTML tags.

The Label control also provides a Wrapping option, where you can select Wrap, Overflow, or Truncate.

Configure Form Views Using the Modern Page Designer

Create a Form View

Configure Form View Properties

The Form View Workspace

Default State of a New Form View

Build a Form View

Step 1: Add and Configure Sections

Step 2: Add Content Blocks

Step 3: Add and Configure Controls

Manage the Cells in a Content Block

Control Types

Text field

Read-only text field

Radio button

Number

Check box

Email

Configure a Link Field Control in the Modern Page Designer

Add a Link Field Control

Link Field Properties

Date, Date and Time, and Time

Other Form Controls

Label

Attachments

Response Target and Progress Bar

Progress Bar

Picture

Configuring Command Buttons in Forms views

Cancel Button

Assign the New Layout to a Role

Configure a Child Form Panel for a Group Business Object

To configure a child form panel for a member business object

Child form panel properties (Configure pane)

Add, Remove, and Reorder Tools

Configure panel

Publish and Assign the Layout

Configure Form Views Using the Modern Page Designer

Create a Form View

Configure Form View Properties

The Form View Workspace

Default State of a New Form View

Build a Form View

Step 1: Add and Configure Sections

Step 2: Add Content Blocks

Step 3: Add and Configure Controls

Manage the Cells in a Content Block

Control Types

Text field

Read-only text field

Radio button

Number

Check box

Email

Configure a Link Field Control in the Modern Page Designer

Add a Link Field Control

Link Field Properties

Date, Date and Time, and Time

Other Form Controls

Label

Attachments

Response Target and Progress Bar

Progress Bar

Picture

Configuring Command Buttons in Forms views

Cancel Button

Assign the New Layout to a Role

Configure a Child Form Panel for a Group Business Object

To configure a child form panel for a member business object

Child form panel properties (Configure pane)

Configure the Toolbar for a Form View

Open the Toolbar Editor

Toolbar Editor Fields and Controls

Add, Remove, and Reorder Tools

Configure panel

Configure a Toolbar for a Child Form

Publish and Assign the Layout