Edit form headers and footers

You cannot add new headers or footers to the form, or move or remove the existing headers. You can edit the header and footer sections and properties.

  1. In the Navigation Pane, click Settings.
  2. Under Customization, click Customizations.
  3. In the Customization area, click Customize the System.
  4. Under Components, expand Entities, and then expand the entity you want.
  5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
  6. On the Home tab, in the Select group, click Header or Footer.
  7. To edit the properties, on the Home tab, in the Edit group, click Change Properties.

    The Header Properties or the Footer Properties dialog box opens.

  8. On the Display tab, specify the width of the field label.
  9. On the Formatting tab, specify the number of columns you want in the header or footer. You can also specify field label alignment.
  10. Click OK.
  11. To add fields to the header or footer, in Field Explorer, select a field and drag it to the spot in which you want it to display.
  12. When you finish editing the form, click Save and Close to close the form.
  13. You can preview how the main form will appear and how events will function:
    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
    2. To close the Preview form, on the File menu, click Close.
  14. When your customizations are complete, publish them:
    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
    • To publish customizations for all unpublished components at one time, click Publish All Customizations.
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