Updating subforms

If you are using role-based forms because you want to restrict the information people might view or edit, consider creating a form that has a minimum of information displayed.

For updated entities, these forms appear within the main form to display additional data for a record that is referenced by a lookup field in the form.

Yet there are still a number of entities that retain the appearance and capabilities carried over from the previous version.

Entities using classic forms weren’t updated because they are not used frequently by most people and updating them wouldn’t have a significant impact on the experience of most people using the application.

More information: Create and edit quick view forms When you have multiple main, quick create or mobile forms for an entity you can assign a form order.

The form order determines which of the available forms will be shown by default.

Leave a Reply