Edit form 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 Form group, click Form Properties.
  7. In the Form Properties dialog box, some of the properties you can edit include:
    • On the Display tab, in the Form Name box, edit the name that is displayed for the form.

      In the Page Navigation section, select the check box if you want the form to display the page navigation.

    • On the Non-Event Dependencies tab, select the form fields that are required for any external, non-event scripts. These fields will not be removable from the form.
    • On the Events tab, you can do the following:
      • In the Form Libraries section, add or remove the JScript libraries that will be available for form or field events. You can also edit the libraries.
      • In the Event Handlers section, you can create a script that is executed when data in the form changes.
      1. Click Add to add a new script, or click Edit to edit an existing script.
      2. In the Handler Properties dialog box, supply the requested information. Select the Enabled check box to make the function available to be called by a field event.
      3. Click OK.

      More information: Add or edit event scripts for fields and forms

  8. Click OK.
  9. You can preview how the main form will appear:
    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.
  10. When you finish editing the form, click Save and Close to close the form.
  11. When your customization 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    • To publish customizations for all unpublished components at one time, click Publish All Customizations.

Related topics

Edit section properties

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