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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.
<!--[[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.


;To Clone a Form:
;Clone a Form:
#Click '''Designer > Objects > {object} > Forms'''
# Click '''Designer > Objects > {object} > Forms'''
#Click the ''Clone'' link next to the Form you want to copy.
# Click the ''Clone'' link next to the Form you want to copy.
#'''Display this form when''' (required)
# Specify '''Basic Information''':
#:Display the Form when any of the selected actions are taken on a record in the [[Object]]
#* Form '''Name''' - Appears in the Name column of the Forms list
#::*Add Record
#* '''Use this form for:'''
#::*View Record
#** '''Managing Records -''' Used for viewing, adding, and updating records in the platform.
#::*Update Record
#** '''Printing Records -''' Used for generating an HTML or PDF page from a record
#'''Display Criteria''' (required)
#** '''Web Forms -''' Used to view, add, or update records from an external site
#:Create a [[Expression#Filter_Expressions_in_Views_and_Reports|Filter Expression]] to determine when this Form is used.
#** '''Mobile Access -''' Used to display records on a cell phone or tablet
#::*If the expression resolves to <tt>TRUE</tt>, the form is displayed
# Specify Form properties below (the options depend on the type of Form you created)
#::*If the expression resolves to <tt>FALSE</tt>, the default form is displayed (Default Layout)
# Click '''[Save]'''<br>The new form is created. You continue to see the form you created the clone from.
#:Click the '''[Check Syntax]''' button to verify that the expression is formatted correctly
# To see the new form, select it from the Object's list of Forms, which now contains the new entry.
# Click '''[Save]'''
# Then [[Forms#Edit_a_Form_Layout|Edit]] the new Form


;Considerations:
;Display Style:
:* Filter expressions are based on field values.  
This section appears for a Web Form, and when a Form is used for Managing Records.
:* Either data fields or user fields can be used.
 
:* User field values are available when adding a record, even before the record has been saved.
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 -'''
:* '''Show Clone Button -'''
:* '''Show Print Button -'''
:* '''Show Field Hint -''' Choose whether or not to show field hints when a record is added, viewed, or updated (edited).

Revision as of 22:35, 31 August 2012

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.

Clone a Form
  1. Click Designer > Objects > {object} > Forms
  2. Click the Clone link next to the Form you want to copy.
  3. Specify Basic Information:
    • Form Name - Appears in the Name column of the Forms list
    • Use this form for:
      • Managing Records - Used for viewing, adding, and updating records in the platform.
      • Printing Records - Used for generating an HTML or PDF page from a record
      • Web Forms - Used to view, add, or update records from an external site
      • Mobile Access - Used to display records on a cell phone or tablet
  4. Specify Form properties below (the 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.
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 -
  • Show Clone Button -
  • Show Print Button -
  • Show Field Hint - Choose whether or not to show field hints when a record is added, viewed, or updated (edited).
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