Difference between revisions of "Clone a Form"
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imported>Aeric m (Text replace - 'Form Layout ' to 'Form ') |
imported>Aeric m (Text replace - 'Form Layout' to 'Form') |
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<!--[[File:Clonelayout.gif|right|thumb]]-->The fastest way to add a new Form is to clone the default layout. When a new form layout is created, the layout design is completely customizable, and can include any combination of elements from a default list, or select from a list of existing elements. This provides the ability to create highly customized data entry forms. | <!--[[File:Clonelayout.gif|right|thumb]]-->The fastest way to add a new Form is to clone the default layout. When a new form layout is created, the layout design is completely customizable, and can include any combination of elements from a default list, or select from a list of existing elements. This provides the ability to create highly customized data entry forms. | ||
To Clone a Form | To Clone a Form: | ||
#Click '''Designer > Data > Objects > {object}''' | #Click '''Designer > Data > Objects > {object}''' | ||
#In the Forms tab, click the Clone Layout [[Image:clonelayouticon.gif|link=]] icon | #In the Forms tab, click the Clone Layout [[Image:clonelayouticon.gif|link=]] icon | ||
| Line 21: | Line 21: | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
To Edit a Cloned Form | To Edit a Cloned Form: | ||
#Click '''Designer > Data > Objects > {object}''' | #Click '''Designer > Data > Objects > {object}''' | ||
#Click the ''Forms'' tab | #Click the ''Forms'' tab | ||
#Click the desired form | #Click the desired form | ||
#Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form | #Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form]] | ||
Revision as of 00:30, 13 July 2011
The fastest way to add a new Form is to clone the default layout. When a new form layout is created, the layout design is completely customizable, and can include any combination of elements from a default list, or select from a list of existing elements. This provides the ability to create highly customized data entry forms.
To Clone a Form:
- Click Designer > Data > Objects > {object}
- In the Forms tab, click the Clone Layout File:Clonelayouticon.gif icon
- In the Basic Information Section, complete the following information:
- Name
- Name of the Layout Rule
- Show/Hide Options
- Optionally, select platform elements to show or hide in the form layout. Learn more: Show/Hide Options
- Display During
- Required
- Display the Form when any the selected actions are taken on a record in the Object
- Add Record
- View Record
- Update Record
- Display Criteria
- Required
- Create a Filter Expression to define when this Form is displayed
- If the expression resolves to TRUE, the Layout is displayed
- If the expression resolves to FALSE,the Default Layout is displayed
- Click the [Check Syntax] button to verify that the expression is formatted correctly
- In the Display Style section, optionally choose display styles for Add, View and Edit actions. Learn more: Display Styles
- In the Related Information Display Style section, optionally choose a display style for the Related Information section. Learn more: Display Styles
- Click [Save]
To Edit a Cloned Form:
- Click Designer > Data > Objects > {object}
- Click the Forms tab
- Click the desired form
- Further customize the form with the instructions in Edit a Form