Add a Field Form Control to a Form

Add field form controls to a form to display and store data from a Business Object field on a form.

Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to complete this task.

To add a field control to a form:

  1. Open a form in the Form Editor.
  2. Do one of the following:
    • From the Form Editor menu bar, select Form > Form Wizard, and then select Yes to confirm that you want to automatically add all applicable fields from the Business Object to the form, overwriting the existing form.

      Fields that are 42 characters long cannot be added to a Business Object when using the Grid Wizard or Form Wizard. You can, however, add 42-character fields manually.

    • Drag-and-drop a field from the Field tree to the form.

      If the field you need does not yet exist, create the field directly from the Form Editor by right-clicking in the Field tree. You can also edit and delete an existing field by right-clicking in the Field tree.

      Remember: If a field is intentionally excluded from forms, it does not appear in the Field tree and cannot be added to the form. For more information about excluding fields from forms and grids, refer to Define Advanced Properties for a Field.

    • Right-click a field in the Field tree, and then select Add to Form.

    By default, the label and control are tied together (that is, they are grouped and move together). To untie the label from the control, right-click the Label/Control group, and then clear the Label Tied to Control check box.

  3. Optional: Set the control properties.
  4. Optional: Define how the Field Control looks and behaves on the form.
  5. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.