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 > Customization > Objects > {object} > Forms

2. Click on the Form you want to copy.

3. At the top of the page, click [Clone]

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.)

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 the remaining Form Properties

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 form:

1. Click > Customization > Objects > {object} > Forms
2. Click the [Forms Assignment]
3. Click [Edit]
4. Specify which roles button will use the new form

Learn more: Forms Assignment