Reusing record forms

This topic explains the options for reusing common forms in your schema repository.

If you have a form that is common to multiple schemas, you can create the form, export it to your local system, and import it into another schema. After you import the form, you can use it as is or modify it.

Exporting a form

Exporting a form saves all pages, all controls on all pages, and all form, page, and font properties. But, if you want to use just a single page in another form, you can. For more information, see Copying form pages (tabs).

Before exporting a form, you must close it. Closing the form saves all changes you have made to it.

The form file is saved in an FRM file.

Importing a form

When you import a form, the fields associated with the form are mapped to the fields of the selected record type. This mapping is based on the field name and does not verify that the fields have matching types. If a field in the form does not correspond to a field in the selected record type, you must either reassign the corresponding control to a valid field or delete the control from the form.