Difference between revisions of "Clone a Form"
From AgileApps Support Wiki
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To clone a form: | To clone a form: | ||
:1. Click '''Designer > Objects > {object} > Forms''' | |||
:2. Click the ''Clone'' link next to the Form you want to copy. | |||
:3. Specify '''Basic Information''': | |||
::* '''Name''' - The name that appears in the Forms list | |||
::*{{:Common:Use this Form for}} | |||
:4. Specify the Form Properties below<br> (The available options depend on the type of Form you created.) | |||
:5. Click '''[Save]'''<br>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: | ;Form Properties: |
Revision as of 22:55, 31 August 2012
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 Designer > Objects > {object} > Forms
- 2. Click the Clone link next to the Form you want to copy.
- 3. Specify Basic Information:
- Name - The name that appears in the Forms list
- 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 when a Form 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 when a Form 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,
- Show Tags Link -
- Show Clone Button - When viewing a form, show a button that allows it to be cloned
- Show Print Button - When viewing a record, show the button that allows it 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.