Content Manager 25.1 Content Manager

# Record Type Form page

Content Manager enables you to design your own New Record forms to use when a user creates any sort of record, for example, files, correspondence etc.

You can customise the form so that users enter the details of a record the way you want them to.

The configuration of the New Record form is determined by the details of its Record Type:

1. From the Manage ribbon, select Record Types.
2. Right-click the Record Type you want to customise a New Record form for, select Properties.
3. Select the Form page.

   This page is divided into two sections:

   - Displayed Fields - the list of fields on the form.

     See Displayed fields

   - Available Fields - the categories of available fields to put on the form.

     See Available fields

   You can modify the properties on the form for each field in the Displayed Fields section.

   See Field properties.

NOTE:

- The Associations of a Location only go up one level. You can make the parent Organisation the default, for example, in the hierarchy structure: Parent Organisation - child Organisation - Position - Person. The default Organisation for Person will always be the child Organisation, unless you manually make parent Organisation the default.
- Container fields - when a user KwikSelects in a container field, the dialogue that appears will enable them to search for the container record using several methods. See Setting or changing containers.

See CM24.4_Spec.pdf in your Content Manager installation folder's Documentation folder for limitations of New Record forms, for example there will be scroll bars when there are too many fields on the form to display them all in a standard dialogue box.

Copyright 2008-2025 Open Text
Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Form page