The updated Form Designer introduces a redesigned interface for creating, editing, and viewing Forms. The update simplifies navigation, groups related controls and settings, and allows more configuration to be completed directly on the Form canvas.
Updated Features
(1) Controls Palette
Previously, all controls were displayed in a single list within the left-hand palette.
Controls are now grouped into the following categories:
Text
Choices
Basic
Tables
The groups can be expanded or collapsed, making it easier to locate the required control while retaining the existing drag-and-drop behaviour.
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(2) Views
Previously, View creation was managed from the left-hand panel alongside the Controls Palette.
The updated interface introduces a Manage View option above the canvas. This provides access to existing Views and allows new Views to be created directly within the Form Designer.
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(3) Properties Panel
Previously, control properties were separated across multiple tabs.
The updated interface displays all available properties in a single scrolling panel on the right-hand side, with settings groups into relevant sections.
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(4) Choice Options
Previously, options for radio button and checkbox controls were managed through the Properties panel.
Options can now be added, renamed, and reordered directly on the control within the Form canvas.
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(5) Rows and Columns
Previously, table rows and columns were configured through the Properties panel.
Row and column controls are now displayed directly on the table within the Form canvas. This allows the table structure to be updated in place, including adding rows or columns and editing headers.
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(6) Creating a Form
The updated Form creation view introduces a clearer layout for completing and managing Forms.
The new design includes:
A fixed header for Form actions.
Fields organised into sections.
Attachments and related items grouped together at the end of the Form.
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(7) Viewing a Submitted Form
The submitted Form view has also been updated to provide a clearer layout for reviewing completed Form information.
Submitted values are displayed in a simplified layout, with Workflow actions, history, attachments, and related information accessible from the Form record. The walkthrough also shows attachment and activity details within the submitted Form experience.
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