Create the Layout

now that you have defined your application's foundation, you build out the format of the application you organize your application in sections, tabs, by playbook, or with html the layout of your application consists of fields and layout objects drag and drop the fields and layout objects to the form layout area of application builder any of the layout objects can be re sized to a percentage of the page available layout objects layout object description tab groups multiple sections in the same area each tab can have it's own layout, which can contain additional sections and tab elements section groups multiple fields and layout elements into a single area sections can contain additional sections and tab elements and can be collapsed or expanded in the record html displays html in the record playbook adds a button to the record form that allows you to run a playbook from the records page you must have already defined the playbook that will run in order to set up a playbook from a record creating tab layouts to create tab layouts from the form layout section of the application builder page, select tabs , and then drag and drop it into the form layout select the pencil icon to edit the tab settings, or double click the default tab title text to create additional tabs on your tab layout, click the plus icon another tab is added name the tab and add additional tabs as needed add sections and fields, as needed, to the tab layouts, and click save creating section layouts to create a section select section, then drag and drop it to the form layout area on the field properties tab, enter a name and description (optional) for the section you can also resize the section on the field properties tab on help text, specify whether you want optional help text to appear for the record select either above or below to indicate where you want the help text to display on the section once you select the location for the help text, enter the text for the record ui on help text context when creating a record, the help text displays as seen in the following image you can also specify two additional section specific behaviors you can specify whether a section will display collapsed as a default when a record is created or whether the border of the section should be hidden when viewed in a record to specify these things, select from either collapse by default or hide section border in the screen below, the first section has the border hidden, and the second section is collapsed by default next, to start filling in the fields, drag and drop a field type, such as selection , text , or comments into the section fields in application builder have multiple sub types for example, you can select a text field type, and further identify it by sub type such as single line, multi line, email, telephone, or url in addition, the field type you select can have various field properties assigned see select fields and assign field properties for detail about fields continue to add fields and layout objects until you have your application configured the way that you need it, then click save creating html layouts you can use html to further customize the layout of your application for example, you can include code for a button that, when clicked, opens internal documentation for reference any javascript code in the html content field will be executed by the browser when the record is viewed to create html layouts select html , then drag and drop it to the application builder form layout area double click the title of the html layout object to rename it on field properties, enter your code in html content and then click save creating playbook layouts including a playbook layout object in your applet or application allows you to press a button and run a playbook from within a record to create playbook layouts select playbook button, and then drag and drop it to the application builder form layout area double click the title of the playbook button to rename it, or rename it on the field properties tab to assign the playbook to run, on the field properties tab click the playbook drop down menu and select a playbook to add new playbook inputs and properties, select configure click save