To create a copy of a form or Template, locate the one you'd like to use in the Form Manager.
Highlight your selection and click "Copy". The following window will appear:
Enter a new name in the field provided. This will be the name of your new, Custom form.
You can then Edit the new form immediately, or Save it to edit later on.
When you copy a general form, all attached grids and detail forms are also copied. Because duplicate names are not allowed, this window appears allowing you to define a prefix for all copied forms and grids. You'll notice that the forms and templates provided with the system have the prefix Lucity. In order to distinguish your copied forms and grids, the prefix you indicate here will replace Lucity in front of the original names.
The new form name will be added to the Form Manager. This form will contain all fields, settings, and field properties as found in the original form. Any changes you make to the new form will not affect the original form.
Note: For additional information on editing your new form, consult the General Forms and Detail Forms topics.
