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Learn how to make a console form on your site

Posted on 12/22/2008

We've recently deployed the new console forms to all customers. Here's how you can try them out on one of your existing objects.

Get the table name

The first thing you need to do is know the table name of the object. Since the console handles this behind the scenes you may not know the actual table names of your objects. The easiest way is to right click the object on the left bar and select properties.

In the properties you can the address that the console uses. Part of this is the table name, in this case it's oContacts_I8XDMH. You can highlight it and copy it to the clipboard from this window.

Configure the object to use new style forms

Now you know the name of the table you can enter this into the console. To do this

  • Click Setup
  • You should now be in console objects. Select the object from the list.
  • At the bottom you should see an entry for the Form. Enter the table name from above.
  • Click Save.


 

Switching back

If you would like to go back to the old style forms:

  • Go back into the object setup.
  • Clear out the form field.
  • Click Save