Browser Client Forms

Forms are supported in the CSM Browser Client. In addition to records, forms contain a Form Arrangement area (as they do in the CSM Desktop Client). The Form Arrangement contains child objects and supporting tabs (Journal, Queues, Tasks, etc.). Use form splitters and the Text Editor to enhance the way you work with forms.

Using forms in the Browser Client, you can:

  • View existing records.
  • Log a record.
  • View child objects for records in the Form Arrangement.

Forms are accessed using the New drop-down on the Browser Client menu bar to log a new record or by drilling down into a Widget and then opening an existing record via a Grid.

Record Access Options