Customize Form Layout

Customize Form Layout

The form layout determines how fields appear when a user opens a record. In HARi CRM, you can organize fields into tabs and sections, reorder them, and create a logical flow that matches your team’s workflow.

Understanding the Form Structure

HARi forms have three levels of organization:

1. Tabs — Top-level grouping (e.g. “Details”, “Financials”, “Activity”)
2. Sections — Groups within a tab (e.g. under “Details”: “Contact Info” and “Address”)
3. Fields — Individual data entry fields within a section

Editing the Form Layout

1. Go to Settings > Schema
2. Select the entity whose form you want to customize
3. Click the Forms tab
4. The form editor opens, showing the current layout (start with the default form, named default)

Managing Tabs

• Add a tab: Click Add Tab and enter a label (e.g. “Financials”)
• Rename a tab: Click the tab label to edit it
• Reorder tabs: Drag tabs left or right to change their order
• Remove a tab: Click the remove icon on the tab. Fields in the removed tab move back to the available-fields panel.

Managing Sections

• Add a section: Within a tab, add a section and enter a label
• Rename a section: Click the section header to edit
• Section columns: Switch a section between 1, 2, or 3 columns to fit more fields side by side
• Sidebar components: HARi forms also support sidebar widgets like KeyFacts, ActivityTimeline, RelatedRecordsList, HtmlTemplate, Counter, and Chart — drop them into the right-hand sidebar slot

Arranging Fields

1. Drag fields from the available-fields panel into a section, or move them between sections
2. Place the most important fields first — the user should see key information without scrolling
3. Group related fields together (e.g. “Street”, “City”, “Postal Code” in an “Address” section)
4. Save the form layout when done

Best Practices

• First tab, first section: Put the most critical fields here. For a Contact, that is name, email, phone, and company.
• Progressive disclosure: Put optional or detailed fields on secondary tabs so they do not overwhelm the user.
• Logical grouping: “Contact Info” (email, phone), “Address” (street, city, country), “Social” (LinkedIn, Twitter) as separate sections.
• Consistent layouts: Use the same tab structure across similar entities for a predictable experience.
• Subgrids on a separate tab: If the entity has many related records, put subgrids on their own tab (e.g. “Related Records”).

Per-Profile Forms

You can create different form layouts for different permission profiles. For example:

• Sales Rep profile: Shows deal-related fields, hides financial details
• Finance profile: Shows all financial fields, hides sales-specific data
• Admin profile: Shows everything

This is configured by creating multiple form definitions and assigning each to a permission profile.

Next Steps

• Add a Custom Field to create new fields to arrange on the form
• Setup a Lookup Field to add relationship fields to the form
• Interface Guide for an overview of how forms appear to users