I'd like to create a new Approvals form to use for Change Approvals, however it disappears when I exit and re-open the form editor. When publishing, it replaces the default form, which is then not available for update in the form editor. Any ideas?
Nadia,
Can you provide some screen shots of what your form is called. Is this in the Defautlt view or a Portal view.Did you look at the arrangement section for the Approvals tab and change which form is displayed?
Figure 1: In this screen shot, I am in the Default view, and you can see I am looking at the Default form for my Approval object.
Figure 2: By going to the Form menu and choosing Properties, I can see that this form is called "Approval". It shows up on the drop down list as "Default form" though.
Figure 3: Here I am click the Form menu and then New form
Figure 4: Here I am being asked to name the new form.
Figure 5: My form (Be sure to click the Save Icon before navigating away from this screen).
Figure 6: In the Change Request object's Arrangement section, I am editing the Approval Tab's properties. You can see the Nadia form is available to use.
Figure 7: The Nadia form is visible now.
Does this help?