Knowledge Base

Below are a list of frequently asked questions for Form Layouts and Layout Rules. Please click the link for more information: How to share and remove Form Layout views for Users and Groups? How to

Display sections in your Form Layouts as Cards

This Knowledge Base page covers how to setup and configure the Assigned to Field on a Person Record to be read only on a Form Layout.

How to customise the Organisation Form Layout, including adding, moving or hiding sections and controlling which tabs are displayed.