Difference between revisions of "Clone a Form"

From LongJump Support Wiki
imported>Aeric
imported>Aeric
Line 4: Line 4:
#Click '''Designer > Data > Objects > {object} > Forms'''
#Click '''Designer > Data > Objects > {object} > Forms'''
#Click the '''[Clone Layout]''' button.
#Click the '''[Clone Layout]''' button.
#In the ''Basic Information Section'', complete the following information:
#;Display this form when:Required
#;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|Show/Hide Options]]
#;Display During:Required
#:Display the Form when any the selected actions are taken on a record in the [[Object]]
#:Display the Form when any the selected actions are taken on a record in the [[Object]]
#:*Add Record
#:*Add Record
Line 17: Line 14:
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed
#:*If the expression resolves to <tt>FALSE</tt>,the Default Layout is displayed
#:Click the [Check Syntax] button to verify that the expression is formatted correctly
#:Click the [Check Syntax] button to verify that the expression is formatted correctly
#In the ''Display Style'' section, optionally choose display styles for Add, View and Edit actions. ''Learn more: [[Display Styles]]''
#In the ''Related Information Display Style'' section, optionally choose a display style for the Related Information section. ''Learn more: [[Display Styles]]''
# Click '''[Save]'''
# Click '''[Save]'''


To Edit a Cloned Form:
To Edit a Cloned Form:
#Click '''Designer > Data > Objects > {object}'''
#Click '''Designer > Data > Objects > {object} > Forms'''
#Click the ''Forms'' tab
#Select the desired form  
#Click the desired form  
#Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form]]
#Further customize the form with the instructions in [[Forms#Edit_a_Form_Layout|Edit a Form]]

Revision as of 02:16, 13 July 2011

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} > Forms
  2. Click the [Clone Layout] button.
    Display this form when
    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
  3. Click [Save]

To Edit a Cloned Form:

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