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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a formatter and add it to a form

Create the formatter after creating the UI macro that defines the content.

Before you begin

Role required: ui_macro_admin

About this task

With the UI macro in place, create the formatter that references it, and add it to the form.

Procedure

  1. Navigate to All > System UI > Formatters.

  2. Click New.

  3. In the Name field, enter a descriptive name for the formatter.

  4. In the Formatter field, enter the name of the UI macro with .xml appended to it.

  5. In the Table field, select the table in which the formatter will be used.

  6. In the Type field, select Formatter.

  7. Click Submit.

  8. To add the formatter to a form, configure the form design and add the formatter.

    The formatter appears on the form according to your selections.

Parent Topic:Using formatters

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Process flow formatter

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Limit the number of activity stream entries

Override a formatter with macros