Clone a Form

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
   • Use this form for:
     • Managing Records - Used to view, add, or edit records in the platform GUI
     • Printing Records - Used to generate 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 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.