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.
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 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

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