- Impersonate
- Incident > Open
- Open record <inc 61>
- Form context menu
- Configure
- Form layout
- Location (under the available list)
- Add
- Move the location field up with the move up button ^
- Configuring incident form
- Save
- Form context menu
- Configure
- Form Design
- Open View menu
- New
- Enter View Name
- ok
- Navigator
- Fields tab
- Created by field (scroll down to see)
- Add created by field
- Drag created by to the form layout
- Release to add
- Repeat steps to add the updated and updated by fields to the form layout within the incident section
- Form layout
- Business service
- Remove this field
- Drag contact type under number field
- Repeat this step to reorganize the fields in the incident section to match this layout
Define a new field
- Field navigator
- Field types
- Add new field
- Add true / false under caller field
- Click gear to edit
- Input values
- Close properties
- Save
- Close form designer tab / window
- Form context menu
- Reload the form
- Open form context menu
- View
- Infinity