Add an Embedded Form Control to a Form

Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to add an Embedded Form Control to a Form. When you add an Embedded Form Control to a Form, you define:

  • Which Form to embed inside the Embedded Control frame: You can embed a Form using a/an:
    • Relationship: Display a Form from a related Business Object. You can display the related default Regular Form, Mini-Summary Form, or Summary Form.
    • Expression: To determine the Form to display.
  • Default display text: Message to display in the Embedded Control frame when no Embedded Forms are available.
  • Allow Scroll Bars: Whether or not to add scroll bars to the Embedded Form when it extends past the Embedded Form Control's borders, or just truncate the Form.
  • Form is Read-Only: Whether or not to make the Embedded Form uneditable (read-only), or allow Users to input values.

To add an Embedded Form Control to a Form:

  1. Open a Form in the Form Editor.
  2. Drag-and-drop the Embedded Form Control from the Special Control tree to the Form.
  3. Right-click the Control, and then select Control Properties.
  4. Define which Form to embed inside the Embedded Control frame using either a/an:
    • Relationship: Select this radio button to display a Form from a related Business Object. Then, select the Relationship and which Related Form to display (ex: default Regular Form, Mini-Summary Form, or Summary Form).
    • Expression: Select this radio button to use an Expression to determine which Form to display. Then, define the Expression using either:
      • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
      • Custom Expression: Click the Custom Expression buttonExpression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
  5. Define additional options for the Embedded Form:
    1. Display Text when No Current Form: Provide the message to display in the Embedded Control when no Embedded Forms are available.
    2. Allow Scroll Bars: Select this check box to display scroll bars when the Embedded Form extends past the Control's frame. Clear the check box to truncate the Embedded Form if it extends past the Control border.
    3. Form is Read-Only: Select this check box to make the Form read-only (un-editable by the User). Clear the check box to allow Users to input values into the Embedded Form.

  6. Select OK.

  7. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.