Configure a Form's Header

By default, when creating a new object, each standard form has a header of Create a New [Object Type name]. Once the object is created, the header is replaced with the value entered into the Name property on the form and no description (sub-title) is displayed. However, administrators can configure the header settings to:

  • Allow end users to edit the default title or description once the object is created. The title or description can be edited by clicking and typing directly into the header or by making changes in the Name or Description properties, provided the appropriate Edit permissions are enabled on the user's role and the header is not marked as read-only.
  • Display a custom form header or description. Custom headers and descriptions override any concatenations and cannot be edited by end users.
  • Show the current workflow state of the object across the top of the form.
  • Show the object's Unique ID in the header to the far right of the object title. 
If applicable, concatenations on the Name and Description properties are applied to an object upon creation, but any edits made to these properties after the object is created overwrites the concatenations.

View Examples

Editing the title and description of an object.

Making edits to an object's Name and Description properties will not affect the form's header when it's marked as read-only.

Instructions

To configure a standard form title:

  1. If the form is not already open, click the icon in the top bar Configurable Forms in the Views section, then select the appropriate form.
  2. Click the  icon in header section of the canvas to display the Edit Header Section window. The form's name and description on the form canvas.
  3. To configure the form's title, select either Object Name (selected by default) or Custom Name in the Form Title section:
    • If you selected Object Name (to display the value of the object's Name property as the form title):
      1. Optional: Click theicon beside Read only to mark the title as read-only. Doing so will prevent users with Edit permissions enabled from modifying the title. Click the  icon to disable read-only.The Object Name option in the Form Title section.
    • If you selected Custom Name:
      1. Enter the custom name in the Form title field. This is the title assigned to all objects created through this form and it cannot be edited by end users.The Custom Name option in the Form Title section.
  4. To configure the form's description (sub-title), select Object Description, Custom Description, or None (selected by default):
    • If you selected Object Description (to display the value of the object's Description property as the form sub-title):
      1. Optional: Click theicon beside Read only to mark the sub-title as read-only. Doing so will prevent users with Edit permissions enabled from modifying the description. Click the  icon to disable read-only.The Object Description option in the Form Description section.
    • If you selected Custom Description:
      1. Enter the custom sub-title in the textbox. This is the sub-title assigned to all objects created through this form and it cannot be edited by end users.The Custom Description option in the Form Description section.
    • If you selected None, no sub-title will appear on the form.
  5. To add the current workflow state or the object's Unique ID to the top of the form, click theicon beside Workflow State Bar and/or Unique ID in the Add to Header section. Click the  icon to disable these options as required.The Workflow State Bar and Unique ID options in the Add to Header section.
  6. Click Done.