Form Editor
The Form Editor is a tool within a Blueprint in CSM Administrator that allows you to manage (create, edit, and delete) Forms, and to define how a Form and its Controls look and behave.
The Form Editor is dynamic; when you make changes, the changes are immediately reflected in the preview. Publish the Blueprint to commit the changes. The Form Editor contains:
- Form menu bar item: Displays Form-specific commands. This menu bar appears on the Blueprint Editor menu bar only when a Form is active in the Object Manager.
- Toolbar: Displays common commands for formatting the appearance and behaviors of a Form and its Form Controls. The Blueprint Editor toolbar is also available with commands for cut, copy, paste, delete, etc.
- Adaptive Layout Guide Bar: Shows the breakpoints for the Adaptive Layouts that have been configured for the Form. A triangle indicates the layout that is currently selected.
- Form drop-down: Lists the Forms defined for the selected Business Object (ex: Default, Basic Info, etc.). The currently-selected default Form is displayed at the top of the list as "Default Form."
- Search Control/Ignore Folders button: Use to quickly locate and
display Fields. Use the Search Control
to quickly locate a Field whose Name and Description
contain a specific word or phrase (ex: OwnedBy). Use the Ignore Folders button
to ignore the organizational folders and display all
Fields at the root of the list.
- Field tree: Lists the Business Object Fields you can add to the Form
(as Controls). Fields are organized alphabetically and by folder.
Tip: Create, edit, and delete a Field directly from the Form Editor by right-clicking in the Field tree.
- Control tree: Lists the Form Controls you can add to the Form.
- Form preview: Displays a dynamic preview of the Form.