Add fields into a form

To add fields to a form:

  1. Go to the Customize the system page.
  2. Expand Entities in the left panel.
  3. Expand your chosen entity you want to add the fields to (e.g. Account) and click Forms under the chosen entity.
  4. Click your chosen form you want to add a field to (e.g. Account Quick Create). This will open a new window.
  5. Drag and drop the fields from the Field Explorer on the right-hand side into the location you want on the form. For custom fields look for the names you created (with a new_ prefix).

  1. Select the field you have just dragged into the form and click Change Properties in the top menu bar.
  2. Check the Visible by default box in the display tab (if not already checked) and click OK.
  3. Click Save, then Publish and then click Save and close.
  4. Click the Close icon of both the Form window and the Customization dashboard to get back to the Main dashboard.