Open the Form Editor

To create, edit, clone and delete forms, open the Form Editor within a Blueprint in CSM Administrator.

You can open the Form Editor from the Blueprint Editor and, depending on the type of form, the relevant form may be opened in a tab automatically.

Regardless of the type of form for which you open the Form Editor, you can open and edit multiple forms in tabs. For more information, see Simultaneous Form Editing.

Open the Form Editor for a Standard Form

  1. In the CSM Administrator main window, select the Blueprints category, and then select the Create a New Blueprint task.
    The Blueprint Editor opens, showing the Object Manager in its main pane. The Object Manager lists the existing Business Objects.
  2. In the Current view drop-down list, select the Business Object View whose forms you want to access.
  3. In the Business Object tree, select the Business Object whose forms you want to access.

    Filter the Business Objects by selecting the Major, Supporting, Lookup tables, or All radio button.

  4. From the Appearance list in the Object Manager, select the Edit form link.

    You can also select View > View Form on the Blueprint Editor menu bar or select the Form toolbar button Form Icon on the Blueprint Editor toolbar.

    The Form Editor opens, displaying the available forms for the Business Object.

  5. To open a form, double-click it in the Forms list. Alternatively, you can select the Create a new form link to create a new form.

Open the Form Editor for a Summary Form or Mini-Summary Form

  1. Complete steps 1-3 for standard forms above.
  2. From the Appearance list in the Object Manager, select either the Edit summary form or Edit mini-summary form link.

    The Form Editor opens, displaying the available forms for the Business Object. The default summary form or mini-summary form is automatically opened in a tab.

    If no default summary form or mini-summary form exists, you are prompted to create a new form of the relevant type. Selecting:
    • No stops the Form Editor from opening. No new default form is created.
    • Yes opens the Form Editor, creates a new default form of the relevant type and opens the new form in a tab.

Open the Form Editor for a View-Only Form or Edit-Existing Form

  1. Complete steps 1-3 for standard forms above.

    View-only and Edit-existing forms are only available via a Portal View. Accordingly, in the Current view drop-down list, select the appropriate Business Object View.

  2. In the Appearance area of the Object Manager, select either the Edit view-only form or Edit "edit existing" form link.
    The Form Editor opens, displaying the available forms for the Business Object. The default View-only form or Edit-existing form is automatically opened in a tab.
    If no default View-only form or Edit-existing form exists, you are prompted to create a new form of the relevant type. Selecting:
    • No stops the Form Editor from opening. No new default form is created.
    • Yes opens the Form Editor, creates a new default form of the relevant type and opens the new form in a tab.