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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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About Forms

A form that appears below a list contains the data for the record you select in the list. Also, when you drill down on a field in a record in a list, you see a form at the top of the screen that contains data for the record you drill down on. A form contains the data for one record. An example of a form is shown in Figure 3-1.

If you are authorized to edit the information in a form, then you can change field data directly in the form. Step off the form to save your changes. All required fields appear with a star icon next to the field name in the form.

In some cases, you can click the show more button to access a long form, and then click the show less button to access the short form. These buttons appear in the top right corner of the form. For examples of the show more and show less buttons, see "Expanding and Collapsing Lists".

The record navigation buttons are located in the top right corner of each form. Use the left arrow button to navigate to the previous form record and the right arrow button to navigate to the next form record.

The record number for a form appears in the top right corner of the form between the record navigation buttons. The record number changes as you navigate between forms. An estimate of the total number of form records appears to the right of the record number. You must navigate to the last form to see the exact number of form records to the right of the record number.