Clone a Form

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.

Choose the additional functionality you want users to have when viewing a record:

• Show Tags Link - Show the link that allows user to specify Data Tags for a record.
• Show Clone Button - Display the [Clone] button so the record can be copied.
• Show Print Button - Show the button that allows a record 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.