AgileApps Support Wiki Pre Release

Difference between revisions of "Clone a Form"

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To clone a form:
To clone a form:
# Click '''Designer > Objects > {object} > Forms'''
:1. Click '''Designer > Objects > {object} > Forms'''
# Click the ''Clone'' link next to the Form you want to copy.
:2. Click the ''Clone'' link next to the Form you want to copy.
# Specify '''Basic Information''':
:3. Specify '''Basic Information''':
#* '''Name''' - The name that appears in the Forms list
::* '''Name''' - The name that appears in the Forms list
#*{{:Common:Use this Form for}}
::*{{:Common:Use this Form for}}
# Specify the Form Properties below<br> (The available options depend on the type of Form you created.)
:4. Specify the Form Properties below<br> (The available options depend on the type of Form you created.)
# Click '''[Save]'''<br>The new form is created. You continue to see the form you created the clone from.
:5. Click '''[Save]'''<br>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.  
: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:
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.