Create/Edit a Form Arrangement
Use the Form Arrangement Editor (accessed from within a Blueprint in CSM Administrator) to create or edit a Business Object Form Arrangement. When you create a Form Arrangement, you:
- Add/delete tabs: Define which tabs appear in the Form Arrangement. Tabs can come from a defined Relationship or from an additional Form defined for the same Business Object.
- Define tab positions: Define where to display the tab labels (above or below the tabs).
- Define tab properties:
- General: Name, image, and visibility.
- Tab contents: Content to display on the tab, and how (ex: Which Form/Grid, default text, an optional toolbar, split screen options, and record behaviors).
- Filters: Create a filter to limit content from one-to-many Relationships (ex: Filter Journals based on type). Filters can be pre-applied (ex: Define an Expression to pre-filter the content on the tab) or User-applied (ex: Define and display a Filter button/drop-down on the tab's toolbar so that Users can filter their own content).
- Define splitter properties:
- General: Sizing properties (initial size and auto-size) for the Form Arrangement.
- Splitter position: Where to display the Form Arrangement (on top of/below, or to the right/left) of the Form.
Good to know:
- Only a major object can have a Form Arrangement, and only one Form Arrangement exists for each Business Object in a Business Object View.
- A major object can be included in another major object's Form Arrangement; however, the data from a major object is read-only.
- Often, Summary Forms are used on a Form Arrangement because they are smaller and typically show the most important data.
- If the Relationship you need does not yet exist, create the Relationship directly from the Form Arrangement Editor by right-clicking in the Relationship tree. You can also edit and delete an existing Relationship by right-clicking in the Relationship tree.
- You can create stacked zone arrangements for the Portal view of Business Objects.
To create a Form Arrangement:
- Open a Form Arrangement in the Form Arrangement Editor.
- Add/delete a tab:
- To add a new tab, drag-and-drop a defined
Relationship or
Additional Form from the Arrangement tree
onto the Arrangement.
Tip: You can also right-click a defined Relationship or Additional Form, and select Add Tab.
- To delete a tab, right-click the tab, and then select Remove tab.
- To add a new tab, drag-and-drop a defined
Relationship or
Additional Form from the Arrangement tree
onto the Arrangement.
- Define where to display the tab labels, either above or below the tab
content:
- Right-click a
tab, and then select
Tab Position>Top or
Bottom.
Note: Browser Client and Portal Form Arrangements support "Top" only.
- Right-click a
tab, and then select
Tab Position>Top or
Bottom.
- Define tab properties:
- General: Name, image, and visibility.
- Tab contents: What content to display on the tab, and how.
- Tab Filters: How to filter content.
- Define splitter properties:
- General: Sizing properties (initial size and auto-size) for the Form Arrangement.
- Splitter position: Where to display the Form Arrangement (on top of/below, or to the right/left) of the Form.
- Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.
To edit a Form Arrangement:
- Open a Form Arrangement in the Form Arrangement Editor.
- Make changes.
- Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.