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Workflow enables you to configure page layouts for workflow actions and forms using the Form Designer. You can customize how pages appear to end users by adding and removing user interface (UI) components such as buttons, table controllers, sections, tabs, and containers. You can also add custom and standard fields, images, and forms to pages, and you can create and load templates that you can apply to other page layouts.
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You can access the Form Designer in these various ways throughout the application:
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Workflow provides these tabs on the Form Designer from which you can add elements to your page layout:
The following table shows the actions you can and cannot configure with fields, UI components, and forms:
Accepts Text, Section, and
Workflow provides an Actions toolbar in the Form Designer that enables you to perform these actions:
The Bulk Design action on the toolbar enables you to apply bulk style attributes to all labels and values on the current page layout. You can apply the settings to:
When you click the Bulk Design action, Workflow opens the Bulk Style Designer:
The image above displays the Bulk Style Designer with collapsed panels. You can click on the Basic, Border Attributes, and Font Attributes links to expand the panels and display the configurable attributes.
See Component Styling for details on the style settings.
When you add a field, form, or UI component to a page layout, we display a header for the element. When you hover over the element, we display a toolbar with different icons, depending on the element. The following is an example of the Section header and toolbar:
The following table identifies the different icons, their functions, and on which element headers they appear: