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 a 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.
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.
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. Note: The Form Editor toolbar commands differ slightly for forms with classic or universal themes applied.
6	Search Control / Show in folders button: Use to quickly locate and display fields. See Form Editor Behaviors. Note: You can also use the separate Search Control / Show in folders button for the Forms list.
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	Fields tree: Lists the Business Object fields you can add to the form (as controls). Fields are organized alphabetically and by folder. To add a field to a form, select it in the Fields tree and drag it onto the form. Tip: Create, edit, and delete a field directly from the Form Editor by right-clicking in the Fields tree. See Create/Edit a Field.
9	Controls tree: Lists the form controls you can add to the form. To add a control to a form, select it in the Controls tree and drag it onto the form.
10	Form preview: Displays a dynamic preview of the form.