Contents
- Form Builder Reference Guide Introduction
- Purpose
- Audience
- How to Launch Form Builder
- Form Builder OverviewDynamic Layout Editor
- Dynamic UI Overview
- Working with Controls
- Previewing and Saving Forms Static Layout Editor
- Static UI Overview
- Using Form Controls
- Saving FormsForm-Building Exercises
- How to Configure Activity Forms
- How to Configure Activity History Forms
- Customizing Activity History Forms to Show Notes
- How to Display Searchable Call List Columns in Activity FormsAll Form Controls
- Address1 Postal Addresses
- All Email Addresses
- All Phone Numbers
- All Postal Addresses
- Button
- Call Number
- Checkbox
- Company Text
- Complete System
- Contact Source
- Date Time
- Disposition Button
- Disposition System
- Email Address
- Employees Text
- Field
- Fields Group
- First Text
- Goto Page
- Hyperlink
- Label
- Last Text
- List
- Manual Augmentation System
- MediaPlayer URL
- Messenger
- Messengers
- Notes
- Notes System
- Number
- Phone-home Multi phone
- Phone Number
- Picture Static
- Primarymail Multi email addresses
- Revenue Text
- Search Panel
- Segment Key Value List
- Spacer
- Summary Text
- Text
- Title Text
- US State
- Voice Signature
- Voice Signature System
Contact Source
Contact Source is a special type of control that displays an icon if the contact was imported from an external CRM, such as Salesforce.com. In the example form shown, the Contact Source control displays the Salesforce icon and is outlined in red.
To add this component to your form, hold and drag the component from the component menu on the left, onto the blank form on the right.
Note: This control is supported in version 5.x for forms created in the Form Builder application version 3.x.
Field Properties
This component has only one property that can be changed: Style.
Style
The Style property allows you to change the way that a control element appears on a form. For this component, you may not wish to use any style at all because the control is displayed as a small image. The default style for this control is None.
The other style options include:
- << None >>
- Text
- Title
- Label
- Hyperlink
- Note
You can also click add/edit to add another style or edit the selected style, choosing from different fonts, sizes, colors, and other style elements.
Clicking Save as allows you to name and save the style you just added/edited, and that style becomes available in the drop-down selector for the Style and Edit Style properties.
