Tour a Record

The layout of most major records is similar, but the data in each record is unique.

Generally, CSM records are made up of four main areas:

  1. Default Form: Displays important at-a-glance information, such as ID, status bar (current and next status), record ownership, and common operations.
  2. Form Arrangement: Displays related information organized by tabs. Tabs display content from relationships and additional forms.
  3. Form Area: Displays the main form fields.
  4. Actions list: Dynamically displays a list of actions that are available for the current record.

    The following is an example Incident Business Object (represented by a form):