To configure a standard form header:
- In the Admin: Edit Configurable Form view, scroll under the form layout options to the Object Name, then click the top right pencil icon to open the Edit Header Section pop up.
- Under Form Title, select either:
- the Object Name (i.e., the object's Name property value), or
- a Custom Name (i.e., one you choose and type in the Form title field).
- Optional: Click the Read only toggle to mark the title as read-only and prevent users with Edit permissions enabled from modifying the title. Click the toggle to disable Read-only.
- Under Form Description, select either:
- Object Description (i.e., when the form subtitle is the object's Description property value)
- Custom Description (i.e., the sub-title that’s assigned to all objects created through this form, which cannot be edited by end-users)
- None (default). No subtitle appears on the form if this is selected, which helps to save space and looks tidier.
- Under the Add to Header, select one/both of:
- Unique ID
- Workflow State.
- Select either Workflow State or Workflow Control.
Workflow Control should almost always be turned on as it increases the visibility of workflow states and gives you consistent and easy access to transitioning workflows, because it shows triggers right away.
When clicked, Workflow Control allows you to create a customized list of triggers available to an object's current workflow. This means you can separate workflow triggers from other Action buttons within the form. Read more here: Enable Workflow Control on a Form.
- Optional: From the Form Features list, you can modify the header navigation to include tabs for:
- Relationship Graph
- Communications: Emails and/or Comments.
- Optional: From the Assessment Results Table select list, you can add tables, such as:
- Residual Risk Score
- Control Effectiveness
- Inherent Risk Score.
- Note: The Assessment Results Table is where you can add formulas to be listed in your tables.
- Click DONE on the bottom right to save your changes.