AgileApps Support Wiki Pre Release

Difference between revisions of "Clone a Form"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(13 intermediate revisions by the same user not shown)
Line 1: Line 1:
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.  
{{Important|<br>After creating the form, go to the Forms page and click '''[Forms Assignment]''' to determine which roles will use it.<br>
''Learn more:'' [[Forms Assignment]] }}


'''To clone a form:'''
'''To clone a form:'''
:1. Click '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
:1. Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
:2. Click on the Form you want to copy.
:2. Click on the form you want to copy.
:3. At the top of the page, click '''[Clone]'''
:3. At the top of the page, click '''[Clone Layout]'''
:4. Specify '''Name''' - The name that appears in the Forms list
:4. Specify '''Name''' - The name that appears in the Forms list
:5. Specify how you will use this Form:
:5. Specify how you will use this Form:
Line 19: Line 16:
{{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.}}
{{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 the remaining [[Working with Forms#Form Properties|Form Properties]]
:6. Specify additional [[Working with Forms#Advanced Options|Advanced Options]]
:: The available options depend on the type of Form you created.
:: The available options depend on the type of Form you created.
:7. Click '''[Save]'''
:7. Click '''[Save]'''
:: The new form is created. You continue to see the form you created the clone from.
:: 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 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]'''
:''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
Retrieved from "https://agileappscloud.info/aadev-src/index.php?title=Clone_a_Form&oldid=7948"