10. Configuring the Employer Form

The Standard Form Builder is designed to help administrators to develop single 'self-contained' forms that have no explicit links to the underlying data model and instead hold the field definitions/values as XML in a single DCM table.

To create a new Employer Info form that can be associated with a Case, Task, or Party object, follow the next steps.

Steps

1. Navigate to Setup → Data Management → Data Models
2. Open the Auto Loan Data Model.
3. Click the Forms tab and then select the form associated with the Employer object.
4. In the Form Builder window, select the Company Name field and change the Label Align to Top.
   

   

5. Select the Company Phone field and change the Label Align to Left.
6. On Preferred Countries, select the United States, Canada, and Mexico (or others you like).
7. On Default Country, select the United States.
   Notice that the country flag will change depending on the Default Country selected.
   

   

8. If you need to filter the country's phone numbers accepted, check the Only Preferred Countries.
9. Save it.
10. Click the button View Source.
11. Look for the line "title": "Company Phone",  copy the line “labelAlign": "left" and paste it into the "title": "Company Address" section.
    

    

12. Save the changes.
13. Change the following properties in the field Company Address:
    
    • Label Style= color:blue
    • Field Style= background:lightgray

    

    

    You can add other Style codes, like in this example, we use color:blue. For more advanced style configurations, use the Style or Custom JS Config fields.

14. Save the form

Next steps

11. Create a Dictionary