Forms refer to the layout of fields on a record, and the Form Designer manages this layout. Each item in Centerbase may have multiple form layouts, which can be configured to have multiple columns and rows to properly display the information needed by the firm.
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Click on the settings gear in the lower left navigation, then selecting Form Designer opens the form designer module. Opening the Form Designer from a record will default the designer to that record’s item type. |
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Clicking the item name in the upper left-hand corner of the Form Designer allows the user to switch to another item’s form layout. Each cell in the layout includes the field name with the data type of the field below. Any cell can be changed to another field by clicking the field name and selecting a new field from the drop-down menu. New cells are added by inserting rows or columns. Hovering over the pencil icon in the cell and then choosing insert provides options to create a blank row/column with respect to the current cell. |
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Clear Cell is for when the user does not want to remove the entire row or column, but wants the current cell empty. Once configuration is complete, choose Save, then Close to return to the regular form. |
To create additional form layouts, users may select the New button to create a brand-new layout, or Save As from the Save drop-down menu to copy the current form and create new one.
Once a new layout is generated, it can be set as the Default or left as an additional option.
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Once additional form styles are configured and available, users can select the desired layout from the record itself. Switching the form style will retain that option for future record views. |
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