How can I copy a default form view and then customise

[Daniel Voutt]

Hi,

I have trawled this site and haven't been able to find anything to assist...

I would like to create a copy of the default form view for the incident form and then customise it - I was assuming this would be simple, however unless I'm missing something really obvious I've hit a brick wall.

Any assistance would be greatly appreciated!

Thanks in advance,

Dan

[Syvo · Accepted solution]

Hi Dan,

I think this is one of the rare cases where the form designer will help. You can open the default view then select "new view...", enter your view name and save, to get a copy of the default view.

HTH

Sylvain

[Daniel Voutt]

Thank you so much.  This was the really obvious thing I was missing!

Thanks again,

Dan 

[andre_bal]

Hi Kilo Guru, your Answer works, but is there also a solution to later overwrite the default view with the custom view I made?

Background of the question: We are implementing CSDM and as for the time being we need a temporary project view that will contain the CSDM future state fields and layout. Once CSDM has been implemented We would like to replace the default views with our temporary CSDM Project views. At this moment we want need the Current default views to support our processes, but after go Live we want the Project views to become the default views.

[Russ T]

Posting here as this is the number one Google result for copying a form view, and the answer no longer appears to work as of Xanadu Patch 9a (at least).

To do this now, you'll have to use the newer "Form Builder". Open the form, then at the top towards the left of the middle, click the three dots next to "Default View" and choose "Duplicate this form view". Voila!