Administering Form Templates

Aptify's Form Template technology automates and simplifies the creation and maintenance of data forms.The Form Template functionality allows an administrator to create different templates for individual organizations or individual users that may include the removal or addition of entire tabs to forms, or the removal, addition, or rearrangement of fields on the forms. Individual end users may make modifications to how they view records, including rearranging tabs on forms, and may also switch between form templates if more than one template is defined for the form.

This topic covers the following sub-topics:

• About Form Templates
• Copying and Modifying an Existing Form Template
• Creating a New Form Template
• Loading Forms Based on Usage Context
• Modifying the Display Settings for a Hierarchy Browser
• Validating the Preferred Phone Number Settings