Clone a Form
From AgileApps Support Wiki
(Redirected from Clone Layout)
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 > 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
- Mobile Access - A form that is used for Mobile Access.
- (This option only appears for a non-default form, and only when Mobile Access is enabled.)
- 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:
- Go to > Customization > Objects > {object} > Forms
- Click [Forms Assignment]
- Click [Edit]
- Select the roles will use the new form.
- Click [Save]
- Learn more: Forms Assignment