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Difference between revisions of "Clone a Form"

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<!--[[File:Clonelayout.gif|right|thumb]]-->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.
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:
To clone a form:
#Click '''Designer > Data > Objects > {object} > Forms'''
:1. Click '''Designer > Objects > {object} > Forms'''
#In the row of the form you want, click the ''Clone'' link.
:2. Click the ''Clone'' link next to the Form you want to copy.
#'''Display this form when''' (required)
:3. Specify '''Name''' - The name that appears in the Forms list
#:Display the Form when any of the selected actions are taken on a record in the [[Object]]
:4. Specify {{:Common:Use this Form for}}
#:*Add Record
:5. Specify the Form Properties below
#:*View Record
:: The available options depend on the type of Form you created.
#:*Update Record
:6. Click '''[Save]'''
#'''Display Criteria''' (required)
:: The new form is created. You continue to see the form you created the clone from.
#:Create a [[Expression#Filter_Expressions_in_Views_and_Reports|Filter Expression]] to define when this Form is displayed
:7. To see the new form, select it from the Object's list of Forms, which now contains the new entry.  
#:*If the expression resolves to <tt>TRUE</tt>, the Layout is displayed
 
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed
'''Form Properties:'''
#:Click the '''[Check Syntax]''' button to verify that the expression is formatted correctly
<blockquote>
# Click '''[Save]'''
;Display Style:
# Then [[Forms#Edit_a_Form_Layout|Edit]] the new Form
: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.
</blockquote>

Latest revision as of 23:28, 31 August 2012

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 Designer > Objects > {object} > Forms
2. Click the Clone link next to the Form you want to copy.
3. Specify Name - The name that appears in the Forms list
4. Specify Use this Form for:
  • Managing Records - An interactive form for use when adding, viewing, or updating records in the platform GUI.
  • Printing Records - A form that used to generate a PDF using the Print a Record operation.
  • Web Forms - A form that will become a Web Form in an external site.
  • This option only appears for a non-default form, and only when the object is designated as Web Enabled in the Object Information section of the Object Properties.
  • When a Web Form is accessed from a Mobile device, a Mobile-Optimized version of the Web Form is used
(This option only appears for a non-default form, and only when Mobile Access is enabled.)

Notepad.png

Note: Mobile Access forms have a fixed, two-column format. Converting an existing form to Mobile Access causes the form layout to be rearranged into that format.

5. Specify the Form Properties below
The available options depend on the type of Form you created.
6. Click [Save]
The new form is created. You continue to see the form you created the clone from.
7. 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.
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