Clone a Form

From AgileApps Support Wiki
Revision as of 00:30, 13 July 2011 by imported>Aeric (Text replace - 'Form Layout' to '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}
  2. In the Forms tab, click the Clone Layout File:Clonelayouticon.gif icon
  3. In the Basic Information Section, complete the following information:
    Name
    Name of the Layout Rule
    Show/Hide Options
    Optionally, select platform elements to show or hide in the form layout. Learn more: Show/Hide Options
    Display During
    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
  4. In the Display Style section, optionally choose display styles for Add, View and Edit actions. Learn more: Display Styles
  5. In the Related Information Display Style section, optionally choose a display style for the Related Information section. Learn more: Display Styles
  6. Click [Save]

To Edit a Cloned Form:

  1. Click Designer > Data > Objects > {object}
  2. Click the Forms tab
  3. Click the desired form
  4. Further customize the form with the instructions in Edit a Form