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Form Manager

Creating New Layouts

You can create additional form layouts to assign to roles or to create web forms from.  The Primary form is the default form that everyone will originally see.  This form should be created first, then if there are any users that need to have a different form setup this can be created next.

To create additional forms:

1. Open the form manager for the module you would like to create the additional layout for.

2. There are two options for creating a new layout:

New Layout:  This will create a blank layout that you can name and then add fields and form objects to.

Clone Layout:  This will create a duplicate form from the current form you are looking at.  You can then name the new layout then make adjustments to the fields and form objects as necessary.

3.  Either option you pick the next step is to name the layout.

4. Once you have named the layout you can add the appropriate fields then click "Save Form Layout".

5. You can always go back and edit the layout by selecting it from the drop down, make changes, then click "Save Form Layout".

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