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.