Adding Fields to the Layout

You can drag-and-drop existing fields or add a new field onto the page layout of applications, questionnaires, and sub-forms. After you have added a field to the layout area, you can also move it up or down, from column to column, or from tab to tab. You can also configure the field to span across multiple columns in the layout.

Important: The designated key field in the application must be on the page layout. Always include the key field when adding fields on the layout.

Note: If you want a field to remain active, but do not want the field to be visible to users, you can leave the field in the Data Fields list instead of placing the field on the page layout. For example, you can have a system field that is referenced in a formula for a calculated field. It would be important for the field to remain active so the system can continue to populate the value of the field and use those values in calculations, but you might want to hide the field from your users' view.

On this page

Create an on-layout field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, drag the Add New Field item to a position on the layout.
  3. Select the field type, enter a name and further details as needed, and click OK.
  4. In the Properties panel, configure the field properties as needed.

Create an off-layout field

  1. From your application, go to Designer tab > Layout tab > Objects panel > click Add new.
  2. Select the field type, enter a name and further details as needed, and click OK.
  3. In the Properties panel, configure the field properties as needed.

Key guidelines for adding fields to the layout

  • To drag a field onto the layout, click the field in the Data Fields section and drag it to the position on the layout you want.

    Note: For questionnaires, the Review Date and Submit Date fields must be on the layout to be updated by the Set Date action of a data driven event. In addition, the Set Date actions for setting the review date and setting the submit date are created in DDE rules for Set Review Date and Set Submit Date. By default, the Review Date and Submit Date fields are in the General Information section of the page layout.

  • If you are working in a 2-column layout and want a field to span across columns, do the following:

    1. Click the drop down arrow on the field to open the Span properties.
    2. In the Column Span field, enter the number of columns for the field to span across.
    3. In the Row Span field, enter the number of rows for the field to span across.
    4. Click Save to save your changes.