Define Tab Relationship Options for a Form Arrangement

Use the Relationship Options page in the Tab Properties window to define options for showing a menu of join reasons that Users can select when adding child records to a tab in a Form Arrangement.

The Tab Properties window is available in the Form Arrangement Editor (within a Blueprint in CSM Administrator). The Relationship Properties page is only available for tabs that display child objects in many-to-many Relationships that are linked with a join table and use a list of values for the join reason.

To define tab Relationship options for a Form Arrangement:

  1. Open a Form Arrangement in the Form Arrangement Editor.
  2. On a tab, right-click>Properties.
  3. Click the Relationship Options page.
  4. Define Relationship options:
    • Show Join Reason Sub-menu for Linking: Select this check box to display an arrow next to the link button Link Button in the tab. Users can click the arrow to open a sub-menu and select a join reason for a child record that is added to the tab.
    • Custom Field for Menu Text: Select this check box to display values from a selected Field as options in the join reason sub-menu. Otherwise, the list of values defined in the Relationship's link properties will be used.
    • Limit Items for Menu: Select this check box to limit the items that are displayed in the join reason sub-menu. Then, define an Expression that limits the items, 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. Select OK.

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