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Form Builder Reference Guide

Introduction

• Purpose
• Audience
• How to Launch Form Builder
• Form Builder Overview

Dynamic Layout Editor

• Dynamic UI Overview
• Working with Controls
• Previewing and Saving Forms

Static Layout Editor

• Static UI Overview
• Using Form Controls
• Saving Forms

Form-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 Forms

All Form Controls

• Address1 Postal Addresses
• All Email Addresses
• All Phone Numbers
• All Postal Addresses
• Button
• Call Number
• Checkbox
• Check Item
• Company Text
• Conditional Section
• Complete System
• Contact Source
• Date Time
• Disposition Button
• Disposition System
• Email
• 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
• Section
• Segment Key Value List
• Spacer
• Summary Text
• Text
• Title Text
• US State
• Voice Signature
• Voice Signature System