Create/Edit a Form Arrangement

Use the Form Arrangement Editor (accessed from within a Blueprint in CSM Administrator) to create or edit a Business Object form arrangement. When you create a form arrangement, you:

• Add/delete tabs: Define which tabs appear in the form arrangement. Tabs can come from a defined relationship or from an additional form defined for the same Business Object.
• Define tab positions: Define where to display the tab labels (above or below the tabs).
• Define tab properties:
  • General: Name, image, and visibility.
  • Tab contents: Content to display on the tab, and how (example: Which form/grid, default text, an optional toolbar, split screen options, and record behaviors).
  • Filters: Create a filter to limit content from one-to-many Relationships (example: Filter Journals based on type). Filters can be pre-applied (example: Define an expression to pre-filter the content on the tab) or user-applied (example: Define and display a filter button/drop-down on the tab's toolbar so that users can filter their own content).
• Define splitter properties:
  • General: Sizing properties (initial size and auto-size) for the form arrangement.
  • Splitter position: Where to display the form arrangement (on top of/below, or to the right/left) of the form.

Good to Know:

• Only a major object can have a form arrangement, and only one form arrangement exists for each Business Object in a Business Object View.
• A major object can be included in another major object's form arrangement; however, the data from a major object is read-only.
• Often, Summary forms are used on a form arrangement because they are smaller and typically show the most important data.
• If the relationship you need does not yet exist, create the relationship directly from the Form Arrangement Editor by right-clicking in the Relationship tree. You can also edit and delete an existing relationship by right-clicking in the Relationship tree.
• You can create stacked zone arrangements for the Portal view of Business Objects.

To create a form arrangement:

1. Open a form arrangement in the Form Arrangement Editor.
2. Add/delete a tab:
   • To add a new tab, drag-and-drop a defined relationship or additional form from the Arrangement tree onto the arrangement.

     You can also right-click a defined relationship or additional form, and select Add Tab.

   • To delete a tab, right-click the tab, and then select Remove tab.
3. Define where to display the tab labels, either above or below the tab content:
   1. Right-click a tab, and then select Tab Position > Top or Bottom.

      Browser Client and Portal form arrangements support Top only.

4. Define tab properties:
   • General: Name, image, and visibility.
   • Tab contents: What content to display on the tab, and how.
   • Tab Filters: How to filter content.
5. Define splitter properties:
   • General: Sizing properties (initial size and auto-size) for the form arrangement.
   • Splitter position: Where to display the form arrangement (on top of/below, or to the right/left) of the form.
6. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.

To edit a form arrangement:

1. Open a form arrangement in the Form Arrangement Editor.
2. Make changes.
3. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.