Published at: 2026-09-17
Configure form page layouts
Form Page layouts control the fields, components, and styles users see when they create or edit data.
Overview
The Form Page layout is disabled by default and inherits the details page layout. After you enable Standalone Configuration, the system creates a separate layout editor.
[!WARNING] After you enable and publish a Form Page layout, you cannot revert to full details-page inheritance. Validate the Business Scenario in a sandbox or test environment first.
The editor has a navigation area on the left, a canvas in the center, and settings on the right.
Before you begin
- Configure the details page layout.
- Identify required and optional fields for record creation and editing.
- Decide whether you need advanced scenarios, such as creating primary and detail records together.
Procedure
Step 1: Enable the Form Page layout
- In Object Management, open the target object.
- On Layout, select Form Page Layout.
- Click Enable.
Step 2: Configure the page and components
- Drag components from the navigation area to the canvas:
- Form groups fields for focused entry.
- Table creates rows and columns for side-by-side comparison.
- Related List creates Related Object data and configures whether it is required.
- Text Box adds guidance or instructions.
- Add fields, set visibility, and adjust the Display Order.
Step 3: Configure global settings
In Global Settings, configure Basic Info and page layout:
- Quick Navigation: Shows navigation on the left for long forms.
- JS plugin: Selects desktop and mobile plugins for the Form Page.
- Field layout: Aligns fields left, center, or right.
Step 4: Configure components
1. Title and buttons
- Set the title to the object name or Record Type name.
- Let users switch the number of field columns.
- Control general-button visibility.
2. Form
Set one, two, three, or four columns.
3. Table
Drag rows and columns, merge cells, and configure the title, borders, field background, and cell background.
4. Related list
Configure fields that relate other objects to the current object. Set whether a related detail is required, and configure general actions.
5. Text box
Configure the component name, its Visible state, and detailed guidance.
Step 5: Configure the mobile layout
Mobile properties inherit desktop settings by default. You can configure these settings independently:
- Global field alignment.
- Quick-location component Display Order.
- Hidden fields in Form components.
- Business component style, title field, image, exposed fields, and buttons.
- General buttons at the bottom of the mobile Form Page.
Expected results
- On Web, click Create or Edit and verify the page, columns, Table, and field order.
- In the mobile app, verify field visibility, quick location, and the bottom Save button.
Step 4: Configure component settings
- In Title and Buttons, configure the title content.
- In Form, set the default number of columns.
- In Table, configure rows, columns, borders, and background colors.
- In Related List, configure whether Related Object data is required.
The Table supports configurable rows, columns, titles, borders, field backgrounds, merged cells, and cell backgrounds. Use it for horizontally compared data, such as order or expense details.
Step 5: Configure mobile
- Configure the mobile field layout.
- Configure quick-location components.
- Configure exposed detail-object fields.
- Save the layout.
Mobile create and edit pages inherit some desktop component settings. Quick location, Form, business components, and general buttons also support Standalone Configuration.
Expected results and verification
When users create or edit a record, the page shows the configured fields and components. Required, read-only, and hidden states must match the Business Scenario.