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How to change the order of fields on a form


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What should be the order in which the fields are displayed on a form? For example, which one should be displayed first, the email or the company name?

How to

  1. Log in to the web app and click the small gear icon near the top right.
  2. In Module Settings, click the module where the change must be made, and then click Field Configuration.
  3. For each state, drag the fields to their new positions.
  4. When you are done, click Save at the top right.

Results

The fields for these states are now displayed on the app in this new sequence.

Concepts

Where are fields used?
In modules. Modules contain records. Two kinds of modules are available: leads and partners. Both kind of modules have states, allocations, and activities, but a partner module doesn't have workflows. This means, records in a partners module remain in the same state that they were created in, but records in a leads module can move through the several states of a workflow, for example, a New state, an In-process state, or a Dropped state. Both kinds have two display versions: one for the web app and another for the phone app.

See also


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