Add a Shape Control to a Form
Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to add a Shape Control to a Form.
Good to know:
- Shape Controls are highly configurable; you can add one or many to a Form, then define how the shape looks and behaves on the Form (ex: Text, size, color, border style, image, alignment, anchoring, layering, and visibility).
- By default, the Shape Control color, border style, and background style properties come from the defined Form Theme.
- Text, images, and colors can be conditional (Expression-driven).For example, define an Expression to conditionally change the background color of a Control to red to indicate a priority 1 record.
- Rounded shapes do not allow 3D borders.
- See Form Editor Behaviors for tips on working with Controls and the Form Editor.
To add a Shape Control to a Form:
- Open a Form in the Form Editor.
- Drag-and-drop a Shape from the Standard Control tree onto the Form.
- (Optional) Define the text to display on the shape:
- In the Label text box on the Form Editor toolbar, provide the text to display.
- (Optional) Change the font, font size, font style, font alignment, and text wrap, if needed.
- Define how the Form Control looks and behaves on the Form (ex: Size, alignment, etc.).
- Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.