Forms, lists and UI actions

Form Layout

Form Layout (Admin → UI & Forms) controls how a record’s fields are organized into sections on the Overview tab.

1. Open Form Layout and pick a table.
2. Add a section (for example “Diagnostics”) by giving it a title.
3. Assign fields to a section from the palette of unassigned fields, then reorder fields within a section, or reorder whole sections, using the up/down controls.
4. Remove a field from a section to send it back to the palette; remove a section to release all of its fields.
5. Turn on Preview Form to render the form live, against a sample record, exactly as it will appear to an end user — so you can check the layout without leaving the editor.

Every registered field can be placed into exactly one section (or left unassigned, in which case it won’t show on the form).

List Layout

List Layout (Admin → UI & Forms) controls which columns appear in a table’s list view and the default sort.

1. Open List Layout and pick a table.
2. Add columns from the unassigned-fields list, or remove columns you don’t want shown.
3. Reorder columns with the up/down controls — the order here is the column order end users see.
4. Turn on Preview to see the chosen columns rendered over sample rows before you save.

UI actions (state CTAs)

The buttons a user sees on a record — Resolve, Close, Reassign, Approve, and so on — are configured per state in States & Workflow (see Tables, fields, choices and states). For each table you can:

• Define the CTA’s label.
• Choose which states show that CTA, using the CTA × state matrix — a CTA can appear on one state or several.
• Optionally require a role, so the button is only offered to users who hold it.

Because the record page and the States & Workflow preview both read the same configuration, a CTA you add there shows up on the live record form immediately, in the state(s) you ticked, for the role(s) you set.

How these fit together

Tables & Fields defines what data exists on a record. Form Layout and List Layout decide where that data is shown — on the record form and in list views, respectively. States & Workflow decides what actions are possible at each point in a record’s lifecycle. Changing any of these is immediate: there’s no separate deploy or publish step, and the same live preview panes let you verify the result before you move on.