Clone a Form

From AgileApps Support Wiki
Revision as of 18:42, 20 March 2013 by imported>Aeric

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 the Clone link next to the Form you want to copy.
2. Specify Name - The name that appears in the Forms list
3. Specify Common:Use this Form for
4. Specify the Form Properties below
The available options depend on the type of Form you created.
5. Click [Save]
The new form is created. You continue to see the form you created the clone from.
6. To see the new form, select it from the Object's list of Forms, which now contains the new entry.

Form Properties:

Display Style
This section appears for a Web Form, and when a Form is used for Managing Records.
Choose the layout format to use when:
  • Viewing a Record
  • Adding a Record
  • Editing a Record
Related Information Display Style
This section appears for a Web Form, and when a Form is used for Managing Records.
Choose the layout format to use when:
  • Viewing a Record
Advanced Options
This section appears when a Form is used for Managing Records,
  • Show Tags Link - When viewing a record, show the link that allows Data Tags to be set and modified
  • Show Clone Button - When viewing the Form definition, the [Clone Layout] button is displayed
  • Show Print Button - When viewing a record, show the button that allows it to be printed.
  • Show Field Hint - Choose whether or not to show field hints when the form is displayed to add, view, or update (edit) a record.