Forms

Forms let users add, view and edit individual records. They can be customized (by system administrators) to tailor the information to users' needs.

Forms can range from being incredibly complex, with many fields, to very simple, with relatively few fields. While forms can be launched from a grid or a menu, depending on system settings, they are always launched in a new tab.

Note: The new Forms in 2018 provide alot of great features but are still being developed. There are some restrictions to the functionality included in these forms. These restrictions are listed in the 2018 release notes. If these restrictions cause problems for you work flow then you will need to use the old forms, which are still available in this version. To revert to the older forms disable the Use HTML Forms for Web option in the Admin Portal > Settings > System Settings > Website section.

form

Tools

	Add	Adds a new record. (Opens the form to a blank record.)
	Save	Saves changes made to the record.
	Save and Add new	Saves the current record and adds a new one using the green Carry Over buttons. Note: This only appears when the Carry Over tool is turned on.
	Save and Close	Saves changes made to the record and closes the form.
	Undo	Undoes the last edit.
	Redo	Redoes the last edit that was undone.
	Field Properties	Enables users to view and/or change a field's properties. The button appears only if the user has the Field Properties permission for the module.
	Carry Over	Displays the Carry Over buttons, which appear to the left of the related fields. Carry over buttons allow users to flag fields to be carried over to a new record. When a carry over button is enabled and a new record is created the value in that field will be copied over to the new record. Drop down options The drop down next to the carry over button provides the option to: Enable all - Displays carry over buttons and marks them all for carry over. Disable all - Displays carry over buttons and unmarks them all for carry over. Button Appearance This button only shows up when the button shows up. Some fields may not have Carry Over buttons depending on settings and form configuration. When this button is activated, the button is replaced with the button.
	Forward / Backward Navigation	Moves to the previous or next record, based on the order in which the records appeared in the grid the form was launched from. Note: Does NOT save changes before returning/advancing.
	First and Last record	Moves to the first or last record in the record set. Note: Does NOT save changes before returning/advancing.
	Error	Appears when something on the form is in error and the record cannot be saved.
	Refresh	Reloads the record to apply any changes others might have made.
	Information	Provides information about the current form and module.