Creating a form by extension

Note: This procedure applies to forms being created in the web client Web Designer. For the procedure to create a form by extension in the Windows client, see Creating a form by extension (in the Windows client).

To create a new form by extending an existing form using the Web Designer:

  1. In the web client, launch the Web Designer.
    The Web Designer opens in a separate tab.
  2. In the Web Designer menu bar, click the New Form Definition icon.
    This icon looks like a document with a plus sign in the center. When you hover over it, the text “New Form Definition” displays.

    The Form Wizard opens to the Selection page.

  3. Select the Extend Form option.
  4. Click OK.
  5. In the next page, specify:
    • The name to assign to the new form.
    • The form on which the new form is to be based (Base Form).
    • Optionally, a description of the new form.

      The Web Designer automatically provides a base description that you can change.

    • Optionally, set the new form to load when a request to open the base form is received (Replace Base Form).
  6. Click Next.
  7. Click Finish.
    Note:  Unlike other form creation options, this type of form does not allow you to save a template.

The Web Designer then creates a copy of the base form, gives it the new name, and opens it in design mode.

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