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. Note: 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. Note: 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. |