Create/Edit a Form

Use the Form Wizard to initially and quickly create a new Form. The Form Wizard (accessed from within the Form Editor in a Blueprint) is a specialized tool that automatically creates a new Form with all the appropriate Fields and Control properties. Afterwards, you can tweak the Controls and properties as needed. When you create a Form using the Form Wizard, the wizard:

• Prompts you to select a Form Theme.
• Adds all the appropriate Fields from the Business Object, assigning a Field Form Control and Label Control.

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

• Name the Form.
• Select a Theme.
• Select a Form background color.
• (Optional) Edit the Adaptive Layout properties for your Form to change its dimensions.
  Note: Each Form consists of at least one Adaptive Layout that defines the Form's targeted dimensions. This is the base layout that is generated automatically when you upgrade an existing Form or create a new Form.
• Add one or more Form Controls to the Form: Field, Standard, and Special Controls.
• Define how each Form Control looks and behaves on the Form: Text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.
• (Optional) Make the Form the default Form: Applicable only for Regular and Mini Summary Forms.
• (Optional) Create additional Adaptive Layouts for your Form so that it can be viewed on different devices.

To create a Form:

1. Open the Form Editor
2. From the Blueprint Editor menu bar, click Form>New Form.
3. Provide a name for the Form, and then click OK.

   An empty Form opens in the Form preview pane.

4. Click Form>Form Wizard.
5. Select a Theme to use on the Form, and then click OK.

   The Form Wizard automatically adds all the Fields from the Business Object to the Form and applies the Theme colors, fonts, and styles.

6. You can then:
   • Select a Form background color.
   • Add one or more Form Controls to the Form.
   • Define how each Form Control looks and behaves on the Form: Text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.
   • Make the Form the default Form.
7. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

To edit a Form:

1. Open a Form in the Form Editor
2. Make changes.
   Note: To access Form Properties, click Form>Form Properties from the Form Editor menu bar.
3. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.