Copying and Modifying an Existing Form Template

This section describes the methods an organization can use to modify an entity's form template using the existing template as the starting point.

The first step in this process is to create a copy of the existing baseline Aptify form template. This will ensure that any future changes Aptify deploys to the delivered form template do not inadvertently overwrite your organization-specific changes.

Once you have created a copy of the baseline template, an administrator or developer can modify the form to add, remove, or rearrange fields or tabs.

This topic provides information on the following sub-topics related to modifying an existing form template:

• Using the Form Template Copy Wizard
• Modifying the Tab Layout on a Form
• Modifying Field Layout with the Visual Designer
• Adding a New Control to a Form
• Adding a Layout Control
• Displaying Scroll Bars When Form Is Resized
• Configuring Hot Keys for Fields