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 (ex: 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 (ex: Filter Journals based on type). Filters can be pre-applied (ex: Define an Expression to pre-filter the content on the tab) or User-applied (ex: 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.
     Tip: 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.
      Note: 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 (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save 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 (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.