Add an Embedded Form Control to a Form
Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to add an Embedded Form control to a form.
When you add an Embedded Form control to a form, you define:
- Which form to embed inside the Embedded control frame: You can embed a form using a/an:
- Default display text: Message to display in the Embedded control frame when no embedded forms are available.
- Allow Scroll Bars: Whether or not to add scroll bars to the embedded form when it extends past the Embedded Form control's borders, or just truncate the form.
- Form is Read-Only: Whether or not to make the embedded form read-only (un-editable), or allow users to input values.
To add an Embedded Form control to a form:
- Open a form in the Form Editor.
- Drag-and-drop the Embedded Form control from the Special Controls tree to the form.
- Right-click the control, and then select Control Properties.
- Define which form to embed inside the embedded control frame using either a/an:
- Relationship: Select this radio button to display a form from a related Business Object. Then, select the Relationship and the related form type to display (example: Regular form, Mini-Summary form, or Summary form).
- Expression: Select this radio button to use an expression to determine which form to display. Then, define the expression using either:
- Stored expression: Select the ellipse button to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM.
- Custom expression: Select the Custom Expression button to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
- Define additional options for the embedded form:
- Display text when no current form: Provide the message to display in the Embedded Form control when no embedded forms are available.
- Allow scroll bars: Select this check box to display scroll bars when the embedded form extends past the control's frame. Clear this check box to truncate the embedded form if it extends past the control border.
- Form is read-only: Select this check box to make the form read-only (un-editable by the user). Clear this check box to allow users to input values into the embedded form.
- Select OK.
- Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.