Difference between revisions of "Clone a Form"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
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#Click '''Designer > Data > Objects > {object} > Forms''' | #Click '''Designer > Data > Objects > {object} > Forms''' | ||
#Click the '''[Clone Layout]''' button. | #Click the '''[Clone Layout]''' button. | ||
#;Display this form when:Required | |||
#; | |||
#:Display the Form when any the selected actions are taken on a record in the [[Object]] | #:Display the Form when any the selected actions are taken on a record in the [[Object]] | ||
#:*Add Record | #:*Add Record | ||
| Line 17: | Line 14: | ||
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed | #:*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 | #:Click the [Check Syntax] button to verify that the expression is formatted correctly | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
To Edit a Cloned Form: | To Edit a Cloned Form: | ||
#Click '''Designer > Data > Objects > {object}''' | #Click '''Designer > Data > Objects > {object} > Forms''' | ||
# | #Select the desired form | ||
#Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form]] | #Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form]] | ||
Revision as of 02:16, 13 July 2011
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.
To Clone a Form:
- Click Designer > Data > Objects > {object} > Forms
- Click the [Clone Layout] button.
- Display this form when
- Required
- Display the Form when any the selected actions are taken on a record in the Object
- Add Record
- View Record
- Update Record
- Display Criteria
- Required
- Create a Filter Expression to define when this Form is displayed
- If the expression resolves to TRUE, the Layout is displayed
- If the expression resolves to FALSE,the Default Layout is displayed
- Click the [Check Syntax] button to verify that the expression is formatted correctly
- Click [Save]
To Edit a Cloned Form:
- Click Designer > Data > Objects > {object} > Forms
- Select the desired form
- Further customize the form with the instructions in Edit a Form