Managing a Custom Object's Forms

When you create a standard Custom Object, two forms are automatically added to its Forms tab:

• Custom Object Portal - The way in which partner users will be asked to provide information of this type in the partner portal, when the Custom Object is presented to them (via Feature Page or Custom Page, or in deal create/update screens).
• Custom Object Admin - The way in which your users will be asked to provide the information, when working in Unifyr One Admin.

The forms are available for use once the Custom Object is created.

You can configure the forms individually, to define which of the custom information fields they should contain:

1. Navigate to   > Settings > Forms & Fields.
2. Select Custom Objects.
3. Click on the Custom Object you’d like to edit and go to the Forms tab.
4. Click on the form you'd like to edit.

5. Available Fields lists the fields that are available for this Custom Object. Selected Fields shows which of those fields have been selected to appear in the form. Move the fields in the form by selecting them and dragging and dropping to the required position in Selected Fields.

   The Name field is optional in the form. If included, a user can/must provide a name for each submission they make. If it isn't present in the form, each submission will be listed with their submission date/time as the identifier.

   Submission when Name field was included in the form:

   

   Submission when Name field was not included/completed in the form:

   

6. You can give a field a different name in the form. You can also check the Required option to confirm that it is mandatory for the user to complete it when submitting the form. Both of these steps are optional.
7. Click on a field to set additional display options (required, read-only, display conditions) as required. For more information about the options, see Form Configuration.
8. To remove a field from the form, click the X next to it in Selected Fields.
9. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.