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Edit Simple Form Fields

Use the Edit Simple Form Fields dialog to add to or edit the fields included in a Simple Form Element, and to arrange the fields on one or more tabs. To open this dialog, click the Element edit icon and select Edit Fields.

Simple Forms have only one tab when they are created. This tab has the same name as the form. Depending on your form’s complexity, you can separate the data into multiple tabs. Users will access the fields on each tab by clicking on a tab.

In addition to the tab’s display name, each tab has a sort name. This name defines the order in which CommonSpot displays tabs. If only one tab is defined (the default configuration), CommonSpot does not display this tab.

For more information, please refer to the Field Groupings (Tabs) section in the Custom Elements chapter in the CommonSpot Administrator’s Reference.

To add a new field, click the Add New Field link to open the Add Form Field dialog. (See Edit Form Field for more information.) CommonSpot adds this field to the currently active tab.

For an existing tab, open this dialog from the Edit Simple Form Fields dialog by clicking the edit icon for the tab. You can also edit a tab by clicking the edit icon.

After completing a Tab dialog, the created tab display in this dialog.

To add a new shared field, click the Add Shared Field link. Shared fields are fields that are defined on other forms, but are defined as being available for sharing in the Form Field dialog. See Add Existing Form Field for more information.

To add a tab, click the Add New Tab link to open the Create New Tab dialog. See Edit Form Field dialog for more information.

To delete a tab, click the delete icon . Note you cannot delete tabs containing fields. Either delete the fields or move them to other tabs.

To view and edit the fields on a different tab, activate the tab by clicking the tab name. After completing the dialog, new or modified fields display in the Edit Simple Form Fields dialog.

To edit a field, click the field name or the edit icon to open the Form Field dialog. Note that if you edit a shared field, the field is changed on all forms where it is used.

Use the up or down icons to change the order of the fields. To move a field to a different tab, click the move field icon to open the Move Field to Different Tab dialog.

Click the delete icon to remove a field.

 

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