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 (example: 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 (example: Size, alignment, etc.).
- Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.