Upgrade Logic for Subtabs

In addition to the creation of field groups on upgraded custom forms, the backend upgrade process also reorganizes and relabels certain subtabs and sublists. When forms are upgraded, certain subtabs are added (depending on the form type), and others are removed. Although certain subtabs are removed during the upgrade process, the data on these subtabs are moved to another (more logical) area on the form. This new location can be another subtab or it can be under a field group. (See Sublists and Subtabs for more information about the subtabs that are added or removed during the form upgrade process.)

To create custom layouts, go to Customization > Forms > Transaction Form PDF Layouts or Customization > Forms > Transaction Form HTML Layouts, and click the Customize link next to a layout. Make your changes and click Save. You can choose default layouts to apply to one or more types of forms by checking boxes in the Preferred column at Customization > Forms > Transaction Form PDF Layouts or Customization > Forms > Transaction Form HTML Layouts, and clicking Submit.

Related Topics

Understanding Form Layout Enhancement Upgrade Logic
Upgrade Logic for Custom Forms
Upgrade Logic for Fields (Diagram)
Field Ordering

General Notices