Difference between revisions of "Clone a Form"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
Line 2: | Line 2: | ||
To clone a form: | To clone a form: | ||
:1 | :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. | :: 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. | :: 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 18:42, 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 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 - When viewing a record, show the link that allows Data Tags to be set and modified
- Show Clone Button - When viewing the Form definition, the [Clone Layout] button is displayed
- 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.