Form Arrangement Editor

The Form Arrangement Editor is a tool within a Blueprint in CSM Administrator that allows you to manage (create, edit, delete, etc.) Form Arrangements.

The Form Arrangement Editor is dynamic; when you make changes, the changes are immediately reflected in the preview. Publish the Blueprint to commit the changes.

1. Relationship tree: Lists the defined Relationships whose child Form/records you can add to the Form Arrangement. Relationships are organized alphabetically. If a child Form/record is in an owned by Relationship with the parent Form/record (example: Incident Owns Journals), then it can by edited; however, child Forms/records in linked Relationships (example: Incident Links Problem) are read-only.
   Tip:Create, edit, and delete a Relationship directly from the Form Arrangement Editor by right-clicking in the Relationship tree.
2. Additional Forms tree: Lists Additional Forms defined for the Business Object that you can add to the Form Arrangement.
   Tip: Access Business Object properties directly from the Form Arrangement Editor by right-clicking in the Additional Forms tree.
3. Tab Arrangement context menu: Displays Tab operations so that you can define tab properties:
   • Tab position: Define where to display the tab labels (above or below the tabs).
   • Remove tab: Removes the selected tab from the Form Arrangement.
   • Properties: Opens the Tab Properties window to define general, contents, and filter properties for the tab.
4. Form Arrangement preview: Displays a dynamic preview of the Form Arrangement, including how each tab looks (toolbar, split view, etc.).
5. Tabs: Displays the tabs currently displayed on the Form Arrangement. To add a new tab, drag-and-drop a Relationship or Additional Form from the tree onto the Form Arrangement.