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Difference between revisions of "Clone a 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.
You create a new Form by cloning an existing one. When a new Form is created, the layout design is completely customizable, and can include any combination of standard elements and Object fields.  


To Clone a Form:
'''To clone a form:'''
#Click '''Designer > Data > Objects > {object} > Forms'''
:1. Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
#In the row of the form you want, click the ''Clone'' link.
:2. Click on the form you want to copy.
#'''Display this form when''' (required)
:3. At the top of the page, click '''[Clone Layout]'''
#:Display the Form when any of the selected actions are taken on a record in the [[Object]]
:4. Specify '''Name''' - The name that appears in the Forms list
#:*Add Record
:5. Specify how you will use this Form:
#:*View Record
::* '''Managing Records -''' An interactive form for use when adding, viewing, or updating records in the platform GUI.
#:*Update Record
::* '''Printing Records -''' A form that used to generate a PDF using the [[Print a Record]] operation.
#'''Display Criteria''' (required)
::* '''Web Forms -''' A form that will become a [[Web Form]] in an external site.
#:Create a [[Expression#Filter_Expressions_in_Views_and_Reports|Filter Expression]] to define when this Form is displayed
:::* This option only appears for a non-default form, and only when the object is designated as Web Enabled in the [[Object Properties#Object Information|Object Information]] section of the Object Properties.
#:*If the expression resolves to <tt>TRUE</tt>, the Layout is displayed
:::* When a Web Form is accessed from a Mobile device, a [[Mobile-Optimized Web Form|Mobile-Optimized]] version of the Web Form is used
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed
::* '''Mobile Access -''' A form that is used for [[Mobile Access]].
#:Click the '''[Check Syntax]''' button to verify that the expression is formatted correctly
::: (This option only appears for a non-default form, and only when Mobile Access is enabled.)
{{Note|Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.}}
 
:6. Specify additional [[Working with Forms#Advanced Options|Advanced Options]]
:: The available options depend on the type of Form you created.
:7. Click '''[Save]'''
:: The new form is created. You continue to see the form you created the clone from.
:: To see the new form, select it from the Object's list of Forms, which now contains the new entry.
 
'''To determine who will use the new form:'''
# Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
# Click '''[Forms Assignment]'''
# Click '''[Edit]'''
# Select the roles will use the new form.
# Click '''[Save]'''
# Click '''[Save]'''
# Then [[Forms#Edit_a_Form_Layout|Edit]] the new Form
:''Learn more:'' [[Forms Assignment]]

Latest revision as of 01:19, 6 November 2013

You create a new Form by cloning an existing one. When a new Form is created, the layout design is completely customizable, and can include any combination of standard elements and Object fields.

To clone a form:

1. Go to GearIcon.png > Customization > Objects > {object} > Forms
2. Click on the form you want to copy.
3. At the top of the page, click [Clone Layout]
4. Specify Name - The name that appears in the Forms list
5. Specify how you will use this Form:
  • Managing Records - An interactive form for use when adding, viewing, or updating records in the platform GUI.
  • Printing Records - A form that used to generate a PDF using the Print a Record operation.
  • Web Forms - A form that will become a Web Form in an external site.
  • This option only appears for a non-default form, and only when the object is designated as Web Enabled in the Object Information section of the Object Properties.
  • When a Web Form is accessed from a Mobile device, a Mobile-Optimized version of the Web Form is used
(This option only appears for a non-default form, and only when Mobile Access is enabled.)

Notepad.png

Note: Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.

6. Specify additional Advanced Options
The available options depend on the type of Form you created.
7. Click [Save]
The new form is created. You continue to see the form you created the clone from.
To see the new form, select it from the Object's list of Forms, which now contains the new entry.

To determine who will use the new form:

  1. Go to GearIcon.png > Customization > Objects > {object} > Forms
  2. Click [Forms Assignment]
  3. Click [Edit]
  4. Select the roles will use the new form.
  5. Click [Save]
Learn more: Forms Assignment
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