Form templates control how the data entry form appears for a data definition. Follow these steps to create a form template for a definition:
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Open the Menu (
) and expand your Site’s menu (the Site Administration menu). Then select Content & Data → Dynamic Data Lists. This opens the Dynamic Data Lists screen. A table lists any existing dynamic data lists.
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Click the Options button at the top-right (
) and select Manage Data Definitions. The Data Definitions screen appears. A table lists any existing data definitions.
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Click the definition’s Actions button (
) and select Manage Templates. This lists the definition’s templates.
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Click the Add button (
) and select Add Form Template. This presents the same kind of graphical, drag-and-drop interface used to create definitions.
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Give your template a name, then expand the Details section and give it a description. You can also use the Mode selector to select which mode the template applies to (Create or Edit).
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Scroll down to the graphical designer in the View tab, and make your desired changes. For example, you can move or delete fields, change field labels, and more.
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Click Save when you’re finished.
Alternatively, you can create form templates from the Dynamic Data Lists Display widget:
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Follow the instructions in the Creating Data Lists article for adding and configuring the widget in a Site page. Make sure to configure the widget to show the list you’re creating a template for.
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Click the widget’s Add Form Template button. This opens the same form as above for creating a form template for the list’s definition.