Configure Form Views Using the Modern Page Designer

role 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 configure and assign views and layouts using the modern page designer htm 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 /configure/self service management/configuring modern layouts for form offerings htm 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 (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 /configure/forms/form controls htm 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 docid\ f0pr0cxka6hto8aaisnfv 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 /configure/forms/other form controls htm 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 /configure/forms/creatingforms htm text field 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) read only text field 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) radio button 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) number 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) check box 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) email 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) configure a link field control in the modern page designer 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) date, date and time, and time 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 label 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) attachments 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) response target and progress bar 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) progress bar 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) picture 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 configuring command buttons in forms views 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) cancel button 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 /configure/styles/using highlighter styles htm style rule see about using expressions in styles /reference/expressions/using expressions in styles htm 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) assign the new layout to a role after you create a layout (for example, demo layout) and a list view (for example, grid view, kanban view or gallery view), assign the layout to a role so that users with that role can access it in the incident workspace in the configuration console, go to configure > users and permissions > roles and permissions in the roles and permissions list, select admin select the top level tabs tab in the list of tabs, select the incident workspace in the layout list, select the layout you created for example, select demo layout select save configure a child form panel for a group business object 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 docid\ f0pr0cxka6hto8aaisnfv \<font color="#000000">reload the home page \</font> 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 docid\ f0pr0cxka6hto8aaisnfv 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 configure and assign views and layouts using the modern page designer htm 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 configure the toolbar for a 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 /configure/self service management/configuring modern layouts for form offerings htm open the toolbar editor 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 icon to configure an individual tool, select its edit icon to add or remove tools, select edit toolbar the toolbar editor opens toolbar editor fields and controls 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 configure a toolbar for a child form 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 docid\ f0pr0cxka6hto8aaisnfv 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 other form controls /configure/forms/other form controls htm and working with attachments /configure/attachments/attachments htm 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