Create and configure access for a section in a custom form
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Begin creating or editing a custom form and adding fields, as described in Create a custom form.
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Click Section break and drag it into the desired position on the canvas.
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In the right panel, configure the options you want for the section:
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Drag or add at least one custom field or widget to the new section. This is required before you save the section.
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Click Done.
TIP
You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.
How multiple object types can affect section break permissions
The Limited Edit permission for custom form section breaks is available for only the Project, Task, Issue, and User object types.
In a custom form with a section break configured with the Limited Edit permission, if you add one of the other object types to the form (Portfolio, Program, Document, Company, Billing Record, Iteration, Expense, or Group), you will be prompted to switch to the Edit permission, which is compatible with both that object type and the existing object types on the form.
Position custom fields and widgets in a custom form
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Begin creating or editing a custom form, as described in Create a custom form.
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To position custom fields and widgets on the same row, drag one next to the other until a line appears between them.
NOTE
- You can use the Preview button in the upper-right corner to get an idea of how the custom fields and widgets will display in the form.
- Custom fields and widgets may not always display the same way in the form, depending on how much screen space is available when a user is viewing it. For example, the third field in a row of fields may wrap to the next row of fields if horizontal space is limited.
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(Optional) To position a custom field or widget above or below another one, drag it above or below until a horizontal blue line appears between the items.
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To move a custom field to another section on the form, you can drag and drop it into place, or click the Move to icon on the field and select the section to move it to.
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To save your changes, click Apply
or
Click Save and Close.