Form Editor
The Form Editor is a tool within a Blueprint in CSM Administrator that lets you manage (create, edit, clone and delete) Forms. You can define how a Form and its Controls look and behave.
The Form Editor is dynamic; when you make changes, the changes are immediately reflected in the preview. Publish the Blueprint to commit the changes. The Form Editor contains:
| 1 |
Form menu bar item: Displays Form-specific commands. This menu is displayed on the Blueprint Editor menu bar only when a Form is active. |
| 2 |
Blueprint Editor toolbar: Displays common Blueprint operations.
When using the Form Editor, the cut, copy, paste and delete
options are removed from the Blueprint Editor Toolbar and displayed on the Form
Editor Toolbar instead.
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| 3 |
Forms list: Lists the Forms defined for the selected Business
Object. To open a Form in a tab, double-click the Form in the Forms list. The
default Form for each Form type (if one exists) is underlined.
Tip: To widen or narrow the Forms list, drag the
horizontal margin. If the Show in folders button is selected (default), you can
collapse or expand the tree list of Form types.
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| 4 |
Tab group: When you double-click a Form in the Forms list, the Form is opened on a tab. You can reorder and float/dock tabs. For more information, see Simultaneous Form Editing. The selected tab shows the active Form. The active Form is not determined by the Form selected in the Forms list. |
| 5 |
Form Editor Toolbar: Displays commands for formatting the appearance and behaviors of a Form and its Form Controls. |
| 6 |
Search Control/Show in folders button: Use to quickly locate and display Fields. For more information, see Form Editor Behaviors.
You can also use the separate Search Control/Show in
folders button for the Forms list.
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| 7 |
Adaptive Layout Guide Bar: Shows the breakpoints for the Adaptive Layouts that are configured for the Form. A triangle indicates the layout that is currently selected. |
| 8 |
Field tree: Lists the Business Object Fields you can add to
the Form (as Controls). Fields are organized alphabetically and by folder.
Tip: Create, edit, and delete a Field directly from
the Form Editor by right-clicking in the Field tree. For more information, see
Create/Edit a Field.
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| 9 |
Control tree: Lists the Form Controls you can add to the Form. |
| 10 |
Form preview: Displays a dynamic preview of the Form. |