Clone a Form

The fastest way to add a new Form Layout 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 Layout:

1. Click Designer > Data & Presentation > Objects > {object}
2. In the Form Layouts 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 Layout 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 Layout 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 Layout:

1. Click Designer > Data & Presentation > Objects > {object}
2. Click the Form Layouts tab
3. Click the desired form layout tab

   File:Formlayoutconfig.gif

   Available Form Layouts include: Default, All Marketing Teams, All Sales Teams

4. Further customize the form with the instructions in Edit a Form Layout