View a Form

To View a Form:

  • In the CSM Desktop Client main window: When you log or view a record.
  • In the CSM Browser Client main window: When you log or view a record.
  • In the CSM Portal: When you log or view a record.
  • In Cherwell Mobile (simplified Mobile Form): When you view a record.
  • In CSM Administrator: When you create/edit a Form.
    For general information about logging records, refer to About Records. For specific information about logging records for OOTB CSM Business Processes, refer to CSM Business Processes.