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Difference between revisions of "Clone a Form"

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<!--[[File:Clonelayout.gif|right|thumb]]-->The fastest way to add a new Form Layout 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.
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 Layout:
'''To clone a form:'''
#Click '''Designer > Data & Presentation > Objects > {object}'''
:1. Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
#In the Form Layouts tab, click the Clone Layout [[Image:clonelayouticon.gif|link=]] icon
:2. Click on the form you want to copy.
#In the ''Basic Information Section'', complete the following information:
:3. At the top of the page, click '''[Clone Layout]'''
#;Name:Name of the Layout Rule
:4. Specify '''Name''' - The name that appears in the Forms list
#;Show/Hide Options:Optionally, select platform elements to show or hide in the form layout. ''Learn more: [[#Show/Hide Options|Show/Hide Options]]
:5. Specify how you will use this Form:
#;Display During:Required
::* '''Managing Records -''' An interactive form for use when adding, viewing, or updating records in the platform GUI.
#:Display the Form Layout when any the selected actions are taken on a record in the [[Object]]
::* '''Printing Records -''' A form that used to generate a PDF using the [[Print a Record]] operation.
#:*Add Record
::* '''Web Forms -''' A form that will become a [[Web Form]] in an external site.
#:*View Record
:::* This option only appears for a non-default form, and only when the object is designated as Web Enabled in the [[Object Properties#Object Information|Object Information]] section of the Object Properties.
#:*Update Record
:::* When a Web Form is accessed from a Mobile device, a [[Mobile-Optimized Web Form|Mobile-Optimized]] version of the Web Form is used
#;Display Criteria:Required
::* '''Mobile Access -''' A form that is used for [[Mobile Access]].
#:Create a [[Expression#Filter_Expressions_in_Views_and_Reports|Filter Expression]] to define when this Form Layout is displayed
::: (This option only appears for a non-default form, and only when Mobile Access is enabled.)
#:*If the expression resolves to <tt>TRUE</tt>, the Layout is displayed
{{Note|Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.}}
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed
 
#:Click the [Check Syntax] button to verify that the expression is formatted correctly
:6. Specify additional [[Working with Forms#Advanced Options|Advanced Options]]
#In the ''Display Style'' section, optionally choose display styles for Add, View and Edit actions. ''Learn more: [[Display Styles]]''
:: The available options depend on the type of Form you created.
#In the ''Related Information Display Style'' section, optionally choose a display style for the Related Information section. ''Learn more: [[Display Styles]]''
:7. Click '''[Save]'''
:: 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.
 
'''To determine who will use the new form:'''
# Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms'''
# Click '''[Forms Assignment]'''  
# Click '''[Edit]'''
# Select the roles will use the new form.
# Click '''[Save]'''
# Click '''[Save]'''
 
:''Learn more:'' [[Forms Assignment]]
To Edit a Cloned Form Layout:
#Click '''Designer > Data & Presentation >  Objects > {object}'''
#Click the ''Form Layouts'' tab
#Click the desired form layout tab
#:[[File:Formlayoutconfig.gif|none|thumb|Available Form Layouts include: ''Default'', ''All Marketing Teams'', ''All Sales Teams'']]
#Further customize the form with the instructions in [[Form_Layout#Edit_a_Form_Layout|Edit a Form Layout]]

Latest revision as of 01:19, 6 November 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. Go to GearIcon.png > Customization > Objects > {object} > Forms
2. Click on the form you want to copy.
3. At the top of the page, click [Clone Layout]
4. Specify Name - The name that appears in the Forms list
5. Specify how you will use this Form:
  • Managing Records - An interactive form for use when adding, viewing, or updating records in the platform GUI.
  • Printing Records - A form that used to generate a PDF using the Print a Record operation.
  • Web Forms - A form that will become a Web Form in an external site.
  • This option only appears for a non-default form, and only when the object is designated as Web Enabled in the Object Information section of the Object Properties.
  • When a Web Form is accessed from a Mobile device, a Mobile-Optimized version of the Web Form is used
(This option only appears for a non-default form, and only when Mobile Access is enabled.)

Notepad.png

Note: Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.

6. Specify additional Advanced Options
The available options depend on the type of Form you created.
7. Click [Save]
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.

To determine who will use the new form:

  1. Go to GearIcon.png > Customization > Objects > {object} > Forms
  2. Click [Forms Assignment]
  3. Click [Edit]
  4. Select the roles will use the new form.
  5. Click [Save]
Learn more: Forms Assignment
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