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 > Data > Objects > {object} > Forms
2. In the row of the form you want, click the Clone link.

   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

3. Click [Save]
4. Then Edit the new Form