Clone a Form

The fastest way to add a new Form is to clone the default layout. When a new form layout is created, the layout design is completely customizable, and can include any combination of elements from a default list, or select from a list of existing elements. This provides the ability to create highly customized data entry forms.

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:
   • Form Name - Appears in the Name column of the Forms list
   • Use this form for:
     • Managing Records - Used for viewing, adding, and updating records in the platform.
     • Printing Records - Used for generating an HTML or PDF page from a record
     • Web Forms - Used to view, add, or update records from an external site
     • Mobile Access - Used to display records on a cell phone or tablet
4. Specify Form properties below (the 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.

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 -
• Show Print Button -
• Show Field Hint - Choose whether or not to show field hints when a record is added, viewed, or updated (edited).