Difference between revisions of "Clone a Form"
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'''To clone a form:''' | '''To clone a form:''' | ||
:1. | :1. Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms''' | ||
:2. Click on the | :2. Click on the form you want to copy. | ||
:3. At the top of the page, click '''[Clone]''' | :3. At the top of the page, click '''[Clone Layout]''' | ||
:4. Specify '''Name''' - The name that appears in the Forms list | :4. Specify '''Name''' - The name that appears in the Forms list | ||
:5. Specify how you will use this Form: | :5. Specify how you will use this Form: | ||
| Line 16: | Line 16: | ||
{{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.}} | {{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 | :6. Specify additional [[Working with Forms#Advanced Options|Advanced Options]] | ||
:: The available options depend on the type of Form you created. | :: The available options depend on the type of Form you created. | ||
:7. Click '''[Save]''' | :7. Click '''[Save]''' | ||
| Line 22: | Line 22: | ||
:: To see the new form, select it from the Object's list of Forms, which now contains the new entry. | :: 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:''' | '''To determine who will use the new form:''' | ||
# | # Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms''' | ||
# Click '''[Forms Assignment]''' | # Click '''[Forms Assignment]''' | ||
# Click '''[Edit]''' | # Click '''[Edit]''' | ||
# | # Select the roles will use the new form. | ||
# Click '''[Save]''' | |||
:''Learn more:'' [[Forms Assignment]] | :''Learn more:'' [[Forms Assignment]] | ||
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
> 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.)
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:
- 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