AgileApps Support Wiki Pre Release

Difference between revisions of "Clone a Form"

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imported>Aeric
imported>Aeric
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:1. Click the ''Clone'' link next to the Form you want to copy.
:1. Click the ''Clone'' link next to the Form you want to copy.
:2. Specify '''Name''' - The name that appears in the Forms list
:2. Specify '''Name''' - The name that appears in the Forms list
:3. Specify {{:Common:Use this Form for}}
:3. Specify what you will [[Working with Forms#Use this Form for|Use this Form for]]
:4. Specify the Form Properties below
:4. Specify the [[Working with Forms#Form Properties|Form Properties]]
:: 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]'''
: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. Β 
:6. To see the new form, select it from the Object's list of Forms, which now contains the new entry.
Β 
'''Form Properties:'''
<blockquote>
;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
Β 
;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
Β 
;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.
</blockquote>

Revision as of 23:09, 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 what you will Use this Form for
4. Specify the Form Properties
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.