About Forms
Each object has an associated form that defines its record-level interface. These forms are the default interface for creating and configuring objects. When you create a new object, its associated form is automatically generated. You can use Form Designer to add and remove sections and tabs, fields, and related lists to configure forms to meet your organization’s unique needs. For example, you can add related lists to Resource forms to help identify installed products, reorder fields to change the information that appears in Quick View panes, or update form field metadata to make field values required or editable.
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Field properties specified at the metadata level, for example, in Field records, apply to both API and UI functionality. Form-level properties apply to the UI only, and cannot override metadata-level properties. You can modify fields that are defined as editable or as optional at the metadata level to be non-editable or required at the form level. However, you cannot make fields that are defined as non-editable or required at the metadata level editable or optional at the form level.
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In addition, you can create multiple forms for individual objects for various purposes. For example, you can create multiple form versions for users assigned to specific roles or groups.
Forms are automatically selected for the current user based on the following criteria:
• The primary role or group assigned to the form.
• The custodian that defines and owns the form.
• The primary role or group assigned to the current user.
• The custodian for the current user.
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The Custodian object controls which organizations can create and own records within a Service Board tenant. Max users can have multiple roles and belong to multiple groups, but each user is assigned a single primary role or group.
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Form selection logic is applied in the following order:
1. Users are assigned the forms designed for the primary roles or groups to which they are assigned in their user account records.
2. If multiple forms are configured for the same role or group, forms owned by the custodian for the current user are assigned. If multiple forms match this rule, the form with the earliest creation date is selected.
3. If no form matches the current user's primary role or group, the form configured for the Standard User role owned by the custodian for the current user is assigned. If multiple forms match this rule, the form with the earliest creation date is selected.
In cases where the predefined forms included with Service Board require customization to meet your organization's unique needs, you can save existing forms with unique names, make modifications as needed in Form Designer, and set them as the default active forms.
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Forms owned by the ServiceMax Applications custodian cannot be modified. To configure such a form, save it with a different name and make modifications as needed.
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When you create custom forms based on predefined forms, be sure to retain the same form type. The following form types are available:
• Calendar Form: Contains fields and relations, without attachment support.
• Canonical Form: Contains fields only, without attachment or relation support.
• Dispatch Form: Contains fields only, without attachment or relation support. Used by the Dispatch Job dialog box in Service Board.
• Custom Form: Generic form with fields, attachments, and relations as configured in Form Designer.
• Quick Create Form: Contains fields in a one-column layout, without attachment or relation support. Used for quick record creation from related lists.
• Quick View Form: Contains fields in a one-column layout, without attachment or relation support. Used for read-only abbreviated record display.
The following predefined forms are provided with Service Board.
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Object
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Form Name
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Form Type
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Primary Role or Group
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Service Board Access Points
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Used By
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Job
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Job Form
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Custom
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Standard User
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Edit Job option on Job Action Menu in Scheduler and Map tabs
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Dispatcher
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Job Form - Service Board Admin
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Custom
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Service Board Administrator
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Service Board Administrator
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Job Form - System Admin
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Custom
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System Administrator
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System Administrator
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Dispatch Job Edit Job Dialog
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Dispatch
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Standard User
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Dispatch Job dialog box in Scheduler tab (if enabled)
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Dispatcher, Service Board Administrator, System Administrator
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Job Map Popover
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Quick View
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Standard User
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Click Job Card on Job List in Map tab
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Resource
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Resource Form
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Custom
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Standard User
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View Resource option on:
• Resource Menu in Scheduler Calendar
• Resource Menu on Resource List in Map tab
• Resource Menu on Resource List in Crew Manager tab
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Dispatcher
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Resource Form - Service Board Admin
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Custom
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Service Board Administrator
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Service Board Administrator
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Resource Form - System Admin
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Custom
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System Administrator
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System Administrator
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Resource Map Popover
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Quick View
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Standard User
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Click Resource Card on Resource List in Map tab
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Dispatcher, Service Board Administrator, System Administrator
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Appointment
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Appointment Canonical Form
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Canonical
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Standard User
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Edit Appointment option on Appointment Menu in Scheduler Calendar
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Dispatcher
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Dispatch Job Edit Appointment Dialog
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Dispatch
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Standard User
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Dispatch Job dialog box in Scheduler tab (if enabled)
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Dispatcher, Service Board Administrator, System Administrator
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Appointment Form - Service Board Admin
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Custom
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Service Board Administrator
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Not used in Service Board
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Service Board Administrator, System Administrator, and Standard User in Service Board Admin and Max Designer
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Appointment Form - System Admin
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Custom
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System Administrator
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Appointment Form
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Custom
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Standard User
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Event
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Event Calendar Form
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Calendar
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Standard User
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Edit Event option on Event Menu in Scheduler Calendar
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Dispatcher, Crew Manager
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Event Form - Service Board Admin
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Custom
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Service Board Administrator
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Not used in Service Board
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Service Board Administrator, System Administrator, and Standard User in Service Board Admin and Max Designer
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Event Form - System Admin
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Custom
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System Administrator
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Event Form
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Custom
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Standard User
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Crew
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Crew Form
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Custom
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Standard User
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View Crew option on:
• Crew Menu in Scheduler Calendar
• Resource Menu on Resource List in Map tab
• Crew Menu on Crew List in Crew Manager tab
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Crew Manager, Dispatcher
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Crew Form - Service Board Admin
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Custom
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Service Board Administrator
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Service Board Administrator
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Crew Form - System Admin
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Custom
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System Administrator
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System Administrator
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Crew Form Popover
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Quick View
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Standard User
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Click Crew card on Crew List in Map tab
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Dispatcher, Service Board Administrator, System Administrator
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Crew Resource
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Crew Resource Canonical Form
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Canonical
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Standard User
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Edit Crew Resource option on Crew Resource List in Crew Manager tab
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Crew Manager
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Crew Resource Form - Service Board Admin
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Custom
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Service Board Administrator
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Not used in Service Board
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Service Board Administrator, System Administrator, and Standard User in Service Board Admin and Max Designer
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Crew Resource Form - System Admin
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Custom
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System Administrator
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Crew Resource Form
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Custom
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Standard User
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Crew Resource Quick Create Form
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Quick Create
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Standard User
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Service Board Administrator and System Administrator addition of Crew Resources from related lists within Crew records in Service Board Admin and Max Designer
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Shift Exception
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Shift Exception Form
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Custom
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Standard User
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Create Shift Exception option on Resource Action Menu and Edit Shift Exception option on Shift Exception Action Menu in Scheduler Tab
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Dispatcher
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For more information: