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Customize Form Layout

Customize Form Layout

Section titled “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

Section titled “Understanding the Form Structure”

HARi forms have three levels of organization:

  1. Tabs — Top-level grouping (e.g. “Details”, “Financials”, “Notes”)
  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

Section titled “Editing the Form Layout”
  1. Go to Settings > Entities
  2. Select the entity whose form you want to customize
  3. Click the Form tab
  4. The form editor opens, showing the current layout

Managing Tabs

Section titled “Managing Tabs”
  • Add a tab: Click Add Tab and enter a label (e.g. “Financials”)
  • Rename a tab: Click the tab name to edit it
  • Reorder tabs: Drag tabs left or right to change their order
  • Delete a tab: Click the delete icon on the tab. Fields in the tab are moved to the default tab.

Managing Sections

Section titled “Managing Sections”
  • Add a section: Within a tab, click Add Section and enter a label
  • Rename a section: Click the section name to edit it
  • Section columns: Set a section to display in 1, 2, or 3 columns to fit more fields side by side

Arranging Fields

Section titled “Arranging Fields”
  1. Drag fields between sections and tabs
  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

Section titled “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

Section titled “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

Section titled “Next Steps”