How to Design a Form

Customize eWay-CRM Dialogues so that they fit your needs

How to Start Using eWay-CRM » Administration / Customization » How to Create Custom Layouts

Form Designer allows you to easily edit default layouts so that you can keep only the necessary fields and organize them in the most convenient way. Your forms are visible to all users but they can be customized only by users with administration permissions.

  1. Open a card where you want to customize the layout (e.g. company, contact, deal).
  2. Click Form Designer in the upper part of the window.

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  3. Click the icon Design a Form.

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The Customization Panel will appear. You can drag-and-drop its elements to create your custom layout (see more details below).

To apply changes, click Save and Quit Form Designer.

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It is possible to save multiple layouts under different names. To see the list of saved layouts, click Design a Form.

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You can always return to the default layout by clicking Reset to Default.

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To activate a custom layout that you created for all users, click Set as Active.

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Customization Panel

The Customization Panel consists of control elements and separate fields (both default and custom).

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You can use the panel to add fields onto the form or hide them through drag-and-drop. If you want to use a custom field, you need to create it in advance. Here is how.

Control elements allow you to create layouts of any complexity by combining the order and hierarchy of the elements on the form.

Empty Space Items

Empty Space Items are ’empty cells’ within the form that can be used to separate groups of fields and keep your layout tidy.

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After

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To add Empty Space, drag-and-drop it onto the place you want.

To delete an empty space item from the form, drag it back to the Customization Panel or select it and press the Delete key.

Splitters

You can use splitters to quickly resize layout elements.

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After

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To add a splitter, drag it between blocks. You may want to right-click on any of this blocks and select Best Fit to level out blocks automatically.

To delete a splitter from the layout, drag it back to the Customization Panel or select it and press the Delete key.

Separators

Separators allow you to draw a divider between layout objects. As a result, a new separator is created and displayed at the position where it is dropped.

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After

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To delete the separator from your layout, either drag it back to the Customization Panel or select it and press the Delete key.

Grouping

You can group fields into regular groups or you can create a tabbed group to organize regular groups.

Regular Groups

You can group fields and give it a specific name like in the example below.

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To do that, follow the instruction.

  1. Select fields you want to group while pressing Shift on your keyboard,
  2. Right click and select Group.

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  3. Right click again and select Rename.

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  4. Specify the name and press Enter on your keyboard.
  5. Click Save and Quit Form Designer.

To ungroup fields, right click the block and select Ungroup.

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Tabbed Groups

Tabbed groups allow you to combine several blocks with the similar information into a single tabbed group.

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  1. Right click each block and select Create Tabbed Group.

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  2. Blocks will appear as in the picture below.

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  3. Now you can consolidate both groups into a single tab through drag-and-drop.

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    Alternatively, you can add a new tab by right clicking the block and selecting Add tab.

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  4. Click Save and Quit Form Designer. You should be able to switch between your tabs now.

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  5. If you want to name the tabbed group, right click the whole block and select Group.

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  6. Right click again and select Rename.

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  7. Specify the name and press Enter on your keyboard.

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  8. Click Save and Quit Form Designer.

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