I’m trying to use Doctype Layout to customize the layout of the Leads document, and I’m running into problems. My primary goal is to add a section and column and reorganize fields into the new section. I figure the Doctype Layout document isn’t advanced enough to do that on it’s own, so I added a the section and column break to the form via Customize Form.
First a significant issue with the form:
It isn’t possible to select the Fieldname in the Fields table and fill out the form manually, because the Fieldname doesn’t display any fields in the dropdown. The workaround for this is mentioned here, which I followed with some success.
I have seen the dropdown populated with fieldnames seemingly at random, but to date I haven’t been able to determine what triggered the effect.
With that out of the way, here is my issue: after adding a field via Customize Form, is there any way to add the field to the Document Layout form? There is significant customization in the form already, and starting over is very time-consuming and error-prone. Maybe someone knows what triggered the dropdown to fill out?