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:

  1. Open a form in the Form Editor.
  2. Drag-and-drop a Shape from the Standard Control tree onto the form.
  3. (Optional) Define the text to display on the shape:
    1. In the Label text box on the Form Editor toolbar, provide the text to display.
    2. (Optional) Change the font, font size, font style, font alignment, and text wrap, if needed.
  4. Define how the form control looks and behaves on the form (example: Size, alignment, etc.).
  5. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.