Add and Remove Form Components

Components of the following types can be add to the form:

• Data Source Fields

• Virtual Fields

• Options

• Related Lists

Adding fields / components to the form

Data Source Fields

• Expand "Data Source Fields" section (1)

• Drag selected field to the canvas (2)

Along with the form data source all lookup fields are listed in "Select source" picklist (3):

Once field source (4) is selected "Data Source Fields" panel displays related object fields (5) that can be used on the form:

More details about "Data source fields" see in "Working with Source Object fields"

Virtual Fields

Virtual fields are inputs that allow user to provide various type of values without saving them to the base.

• Expand "Virtual Fields" section (6)

• Drag selected field to the canvas (7)

Options

Options section contains other different elements and components:

• form section

• nested form (allows include one form into another)

• custom button

• lightning component

• custom list

• blank spaces

• static text (plain text or HTML)

• custom links

• file input

• image input and preview.

Expand "Options" section (8). Drag selected option to the canvas (9)

Related Lists

• Expand "Related Lists" section (10)

• Drag selected list to the canvas (11)

Note: only Related Lists are in this section. Lists should be added from "Options" section.

Removing fields / components from the form

• Select component (12) that you want to remove

• Click "Delete" button (13).