Advanced Options

Form Customizer is a powerful tool! There are basic options and then more advanced options for setting up just the right configuration for your forms. This guide will provide an overview of the links found under Form Customizer > Advanced Options. 

Form Properties 

Basic options generally set when creating a new form.  

Advanced Form Properties 

Sidebar Links Manager

Email Notification Settings

Auto Entered Field Values 

Sub-Form Options 

Add this Sub-Form to Main Form - when working on a sub-form, this option allows the form to be placed on another form.

Create Container Form for this Sub-Form - builds a main/container form for this subform, so it may be used as a sidebar link. 

Add Sub-Form - adds a sub-form to the form the user is currently viewing. 

Edit Sub-Forms Order - display of the order of sub-forms on this form.

Remove Sub-Forms - adds a Remove link to each sub-form, so they can be removed from the form the user is currently viewing. 

Form Modification History

Report of the history of all changes made to this form. 

Really Advanced Options

Filters/Criteria - shown only for Multi-record forms, users can add filters to limit the records displayed. 

Enable Form Stats - shown only for Multi-record forms, users can add stats to filter and view record counts for specified fields that will allow you to 

Tables on Form - shows the tables selected to display fields used on the form. Users can select and deselect tables through this link. 

Create New Form From This One - creates a new form identical in layout to the form user is currently viewing.

Create New Form - starts creation of an entirely new form.

Disable Form - disables the form. Users can re-enable the form for later use. 

Delete Form - deletes the form from SAM completely. 

Show Table Titles - displays the Table - Field Title for each 

Regenerate Form - It is sometimes necessary to use the Regenerate Form option when making changes to a form if your latest changes are not appearing or the form stops working properly. This link is grey, but highlights on hover for your click.