Define and Format Control Text

A Form Control has two different kinds of text, both of which are automatically formatted by a Form Theme:

• Label: Text to display beside the Control to identify the Control on the Form. By default, the label text comes from the Field name. The label text format (font/size/style) comes from the Form Theme (Label Theme item).
• Control: Text to display inside the Control, either provided by a User (ex: Text field) or listed (ex: Drop-down). By default, the Control text format (font/size/style) comes from the Form Theme (Control Theme item).

You can manually change any label, and apply different text formats, if needed. Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to define the label and text format for a Control.

Good to know:

• Label text can be conditional (Expression-driven). For example, define an Expression to change a label when the status changes.
• Text formatting options include:
  • Font: Theme or explicit font.
  • Font size: Point size for font (explicit fonts only).
  • Font style: Bold, underline, or italics (explicit fonts only).
  • Alignment: Horizontal (left, center, right) and vertical (top, middle, bottom) alignment of text.
    Note: Text color is defined as a foreground color.
• See Form Editor Behaviors for tips on working with Controls and the Form Editor.

To define and format Control text:

1. Open a Form in the Form Editor.
2. Click a Control.
3. Define a label, either static or conditional text:
   • Static: In the Label text box, provide the label to display next to the Control.
   • Expression-driven text (conditional): Click the Expression button , and then define the Expression (condition) to determine the label, using either:
     • Stored Expression: Click the Ellipses button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
     • Custom Expression: Click the Custom Expression button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
4. Define text formatting:
   1. Font: In the Font drop-down on the Form Editor toolbar, select a font, either:
      • Theme font: Font comes from the Theme.
      • Explicit font: Font is selected by you.
   2. Font style (explicit fonts only): On the Form Editor toolbar, click the Bold, Underline, or Italics buttons .
   3. Font size (explicit fonts only): In the Font Size drop-down on the Form Editor toolbar, select a point size (ex: 10).
   4. Horizontal alignment: On the Form Editor toolbar, click one of the Horizontal Alignment buttons (Left, Center, or Right) to align the text on a horizontal axis within the Control box.
   5. Vertical alignment: On the Form Editor toolbar, click one of the Vertical Alignment buttons (Top, Middle, or Bottom) to align the text on a vertical axis within the Control box.
5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.