Tour a Form

Forms are highly configurable so no two forms necessarily look or behave alike.

The following figure shows an example Incident form. The individual components are the different kinds of form controls: Field form controls display and store field data, standard form controls enhance design and data entry, and special form controls provide advanced CSM functionality. The form arrangement at the bottom provides access to related information, organized by tabs.

Form Tour

  1. Label: Identifies the record as an Incident.
  2. Link Label: Runs a One-Step Action to change the status of the record.
  3. Form Arrangement: Displays related information, organized by tabs. Some tabs display content from relationships; other tabs display additional Incident forms.
  4. Related Item Pickers: Special controls that allow you to quickly view related information for customers, CMDB, or a configurable list of values.
  5. Field Label: Identifies the field to which it is tied.
  6. Matrix Selector: Special control that displays a configurable matrix.
  7. Field Controls (Text Box, Combo Box, Check Box): Enables you to input/select values for a field (data is saved to the record). Numerous other field controls are also available (example: Spinner, radio button, etc.).

    The field type (example: Text, number, date/time, and logical) determines which control is used by default to represent the field (example: Text fields use a text box; validated text fields use a combo box; number fields use a text box but can use a spinner; rich text fields use a rich text box; date/time fields use a text box with calendar; and logical fields use a check box).