Working with Forms

Assign a Form

> Customization > Objects > {object} > Forms > [Forms Assignment]

• For each Role defined in the application, select the Form used to access this object's data.
• Make one selection for online access and one for mobile access.

Note: The [Forms Assignment] button appears only when the Object Properties specify "Role Based Permissions" for Access Control. This is the default setting for new objects, but it may not be the setting for legacy objects.)

• The form assignment is applicable only for the normal forms. For a subform, the form that you select in the Form for New Records field, overwrites the selections made in the Forms Assignment page.

Edit a Form Layout

Edit a Form Layout

Clone a Form

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 > 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

• Mobile Access - A form that is used for Mobile Access.

(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 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 > 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

Delete a Form

1. Click Designer > Objects > {object}
2. Click the [Delete] button
3. Click OK to confirm deletion of this layout

Learn More

• Working with Form Sections