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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.  
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 > Objects > {object} > Forms'''
:1. Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
# Click the ''Clone'' link next to the Form you want to copy.
:2. Click on the form you want to copy.
# Specify '''Basic Information''':
:3. At the top of the page, click '''[Clone Layout]'''
#* '''Name''' - The name that appears in the Forms list
:4. Specify '''Name''' - The name that appears in the Forms list
#* '''Use this form for:'''
:5. Specify how you will use this Form:
#** '''Managing Records -''' Used to view, add, or edit records in the platform GUI
::* '''Managing Records -''' An interactive form for use when adding, viewing, or updating records in the platform GUI.
#** '''Printing Records -''' Used to generate an HTML or PDF page from a record
::* '''Printing Records -''' A form that used to generate a PDF using the [[Print a Record]] operation.
#** '''Web Forms -''' Used to view, add, or update records from an external site
::* '''Web Forms -''' A form that will become a [[Web Form]] in an external site.
#** '''Mobile Access -''' Used to display records on a cell phone or tablet
:::* 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.
# Specify the Form Properties below<br> (The available options depend on the type of Form you created.)
:::* When a Web Form is accessed from a Mobile device, a [[Mobile-Optimized Web Form|Mobile-Optimized]] version of the Web Form is used
# Click '''[Save]'''<br>The new form is created. You continue to see the form you created the clone from.
::* '''Mobile Access -''' A form that is used for [[Mobile Access]].
# To see the new form, select it from the Object's list of Forms, which now contains the new entry.  
::: (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.}}


;Form Properties:
:6. Specify additional [[Working with Forms#Advanced Options|Advanced Options]]
<blockquote>
:: The available options depend on the type of Form you created.
;Display Style:
:7. Click '''[Save]'''
This section appears for a Web Form, and when a Form is used for Managing Records.
:: 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.


Choose the layout format to use when:
'''To determine who will use the new form:'''
:* Viewing a Record
# Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
:* Adding a Record
# Click '''[Forms Assignment]'''  
:* Editing a Record
# Click '''[Edit]'''
 
# Select the roles will use the new form.
;Related Information Display Style:
# Click '''[Save]'''
This section appears for a Web Form, and when a Form is used for Managing Records.
:''Learn more:'' [[Forms Assignment]]
 
Choose the layout format to use when:
:* Viewing a Record
 
;Advanced Options:
This section appears when a Form is used for Managing Records,
:* '''Show Tags Link -'''  
:* '''Show Clone Button -'''  
:* '''Show Print Button -'''  
:* '''Show Field Hint -''' Choose whether or not to show field hints when a record is added, viewed, or updated (edited).
</blockquote>

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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