Difference between revisions of "Clone a Form"
From AgileApps Support Wiki
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Revision as of 19:30, 20 March 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. Click the Clone link next to the Form you want to copy.
- 2. Specify Name - The name that appears in the Forms list
- 3. Specify Common:Use this Form for
- 4. Specify the Form Properties below
- The available options depend on the type of Form you created.
- 5. Click [Save]
- The new form is created. You continue to see the form you created the clone from.
- 6. To see the new form, select it from the Object's list of Forms, which now contains the new entry.
Form Properties:
- Display Style
- This section appears for a Web Form, and for a Form that is used for Managing Records.
- Choose the layout format to use when:
- Viewing a Record
- Adding a Record
- Editing a Record
- Related Information Display Style
- This section appears for a Web Form, and for a Form that is used for Managing Records.
- Choose the layout format to use when:
- Viewing a Record
- Advanced Options
- This section appears when a Form is used for Managing Records.
- Choose the additional functionality you want users to have when viewing a record:
- Show Tags Link - Show the link that allows user to specify Data Tags for a record.
- Show Clone Button - Display the [Clone] button so the record can be copied.
- Show Print Button - Show the button that allows a record to be printed.
- Show Field Hint - Choose whether or not to show field hints when the form is displayed to add, view, or update/edit a record.