Create and configure a new form view using the form designer

  1. Impersonate
  2. Incident > Open
  3. Open record <inc 61>
  4. Form context menu
  5. Configure
  6. Form layout
  7. Location (under the available list)
  8. Add
  9. Move the location field up with the move up button ^
  10. Configuring incident form
  11. Save

Modify form view with the form designer

  1. Form context menu
  2. Configure
  3. Form Design
  4. Open View menu
  5. New
  6. Enter View Name
  7. ok
  8. Navigator
  9. Fields tab
  10. Created by field (scroll down to see)
  11. Add created by field
  12. Drag created by to the form layout
  13. Release to add
  14. Repeat steps to add the updated and updated by fields to the form layout within the incident section
  15. Form layout
  16. Business service
  17. Remove this field
  18. Drag contact type under number field
  19. Repeat this step to reorganize the fields in the incident section to match this layout

Define a new field

  1. Field navigator
  2. Field types
  3. Add new field
  4. Add true / false under caller field
  5. Click gear to edit
  6. Input values
  7. Close properties
  8. Save
  9. Close form designer tab / window
  10. Form context menu
  11. Reload the form
  12. Open form context menu
  13. View
  14. Infinity

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