Clone a Form

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:

1. Click Designer > Objects > {object} > Forms
2. In the row of the form you want, click the Clone link.
3. Display this form when (required)

   Display the Form when any of the selected actions are taken on a record in the Object

   • Add Record
   • View Record
   • Update Record

4. Display Criteria (required)

   Create a Filter Expression to determine when this Form is used.

   • If the expression resolves to TRUE, the form is displayed
   • If the expression resolves to FALSE, the default form is displayed (Default Layout)

   Click the [Check Syntax] button to verify that the expression is formatted correctly

5. Click [Save]
6. Then Edit the new Form

Considerations

• Filter expressions are based on field values.
• Either data fields or user fields can be used.
• User field values are available when adding a record, even before the record has been saved.