Form Editor: Settings Tab

Overview

The Settings tab controls the form’s identity, record behavior, record ID format, uniqueness rules, layout, and the roles that can create records. The settings apply to the current form, not to every form in the application.

Use this tab when you need to change the form name or description, control translations and record copying, hide the displayed record status, prevent new comments from being added through Record History, include the creation date in generated Record IDs, define unique-field combinations, adjust the form layout, or change record-creation access.

Open the Settings Tab

1. Open the application in the Application Designer.
2. Select Forms, then open the form you want to configure.
3. Select Settings in the Form Editor.
4. Review the current values before making changes, especially the Record ID settings and role access.
5. Save the form after completing the required updates.

General Settings

Field or option	Description
Form Name	The name displayed for this form. Use a descriptive name that is easy to recognize in the application.
Form Description	A short explanation of the form’s purpose.
Disable Translations	Temporarily prevents field-language settings from being used. This can be useful while translations are still being prepared.
Use a Field to choose the Language	Overrides the user’s browser-language choice and uses a field on the form to determine the displayed language.
Disable Record Copy	Removes the Copy Record option while users view or edit records in this form. View-level record-copy behavior can also be controlled from the applicable View settings.
Hide Record Status	Hides the record status from the record action navigation for records in this form.
Disable Add Comments in Record History	Prevents users from adding new comments from the Record History/record audit sidebar for records in this form.

Hide Record Status

Hide Record Status is a form-level display control. It changes whether the record’s current status is shown in the record action navigation; it does not change the record’s underlying workflow stage or workflow configuration.

Field or option	Description
Before — setting off	The record status is displayed in the record action navigation, subject to the user’s normal access.
After — setting on	The record status is hidden from the record action navigation for records in this form.
What remains unchanged	Workflow stages, routing, action buttons, security rules, triggers, and recorded history continue to use the record’s actual workflow state.
Scope	Current form only. Configure other forms separately.

Use carefully: Hiding the displayed status can simplify the record interface, but users may lose helpful context. Confirm that the workflow buttons and page content still make the record’s next step clear.

Disable Add Comments in Record History

Enable this control when users should be able to review record activity but should not be able to add new comments from the Record History sidebar.

Field or option	Description
Before — setting off	The add-comment control is available to users who can open Record History and are otherwise allowed to add a comment.
After — setting on	The form prevents users from adding new comments from the Record History/record audit sidebar.
Existing history	Existing comments and other recorded events remain part of Record History. The setting controls new comment entry; it is not a history-deletion control.
Other history functions	Users can continue to review the record activity available to them. Filtering and export behavior remain governed by Record History and user access.
Scope	Current form only. It does not disable comments for records created with other forms.

For the comment composer, history filters, and history export behavior, see Record-Level Comments.

For broader audit material published on the support site, open the Audit & Compliance category. Link the dedicated Application Record Audit and Application History articles here after those pages are published.

For organization-level administrative events, see Platform: Audit. Platform Audit is separate from the history of one record and from application-design history.

Record ID

A Record ID is the unique identifier generated for each record created with the form. It can be a simple incrementing number or a formatted value made from a prefix, a padded increment, an optional suffix, and—when enabled—the record creation date.

Field or option	Description
Reset Increment	Resets the numeric sequence so the next generated number starts again from 1. Use this only after confirming that duplicate IDs cannot be created.
Prefix	Optional text placed before the numeric portion. The current interface notes that the prefix cannot end with a number.
Min Length	The minimum number of digits in the numeric increment. GW Apps pads the increment with leading zeros.
Suffix	Optional text placed after the numeric portion. The current interface notes that the suffix cannot start with a number.
Include record creation date in ID	Adds the record’s creation date to the generated Record ID. Use the live Example shown in the editor to verify the exact date representation and order before saving.
Example	A live preview of the Record ID pattern produced by the current settings.

What Fields Are Unique

Use What fields are unique to select one or more fields whose combined values must be unique. A single selected field must be unique by itself. When several fields are selected, GW Apps evaluates the combination.

Example: If First Name is the only unique field, two records cannot both contain John. If First Name and Last Name are selected together, John Smith and John Jones are allowed, but a second John Smith is not.

• Select the field selector and choose a field to include in the unique combination.
• Add other fields when uniqueness depends on more than one value.
• Remove a selected field when it should no longer participate in duplicate prevention.
• Test both a valid combination and a duplicate combination before publishing the form.

Form Layout

Field or option	Description
Form Width	Sets the maximum display width. Choose Medium, Wide, or Full according to the form’s layout and the amount of information displayed.
Form Outline	Displays a right-side outline for quick navigation between sections in a longer form.

Who Can Create New Records

Use Role Access to select the application roles that can create records with this form. This setting controls record creation; it does not replace workflow-stage or field-level permissions.

Troubleshooting

Field or option	Description
Record status is still visible	Confirm that Hide Record Status is enabled on the correct form, save the form, then reopen the record.
Users can still add comments	Confirm that Disable Add Comments in Record History is enabled on the form that created the record and that the latest settings were saved.
Users cannot find Add Comment	Check whether the form-level disable control is enabled and confirm the user’s access to Record History.
Record ID does not contain the date	Confirm that Include record creation date in ID is selected, verify the Example preview, save, and test with a newly created record.
Record IDs could duplicate after reset	Stop creating records, review existing IDs, restore a safe sequence or pattern, and validate uniqueness before resuming use.
A user cannot create records	Confirm the user’s role is included under Role Access and review the form’s security configuration.

Continue with Design – Form Editor Overview, Workflow, or Security when those settings are part of the task.