Form Arrangement Editor
The Form Arrangement Editor is a tool within a Blueprint in CSM Administrator that allows you to manage (create, edit, delete, etc.) Form Arrangements.
The Form Arrangement Editor is dynamic; when you make changes, the changes are immediately reflected in the preview. Publish the Blueprint to commit the changes.
- Relationship tree: Lists the defined Relationships whose child
Form/records you can add to the Form Arrangement. Relationships are organized
alphabetically. If a child Form/record is in an owned by Relationship with the
parent Form/record (ex: Incident Owns Journals), then it can by edited;
however, child Forms/records in linked Relationships (ex: Incident Links
Problem) are read-only.
Tip: Create, edit, and delete a Relationship directly from the Form Arrangement Editor by right-clicking in the Relationship tree.
- Additional Forms tree: Lists Additional Forms defined for the
Business Object that you can add to the Form Arrangement.
Tip: Access Business Object properties directly from the Form Arrangement Editor by right-clicking in the Additional Forms tree.
- Form Arrangement preview: Displays a dynamic preview of the Form Arrangement, including how each tab looks (toolbar, split view, etc.).
- Tabs: Displays the tabs currently displayed on the Form Arrangement. To add a new tab, drag-and-drop a Relationship or Additional Form from the tree onto the Form Arrangement.
- Tab navigation arrows: Navigates through any tabs that are hidden offscreen.
- Tab Arrangement context menu: Displays Tab operations so that you can
define tab properties:
- Tab position: Define where to display the tab labels (above or below the tabs).
- Remove tab: Removes the selected tab from the Form Arrangement.
- Properties: Opens the Tab Properties window to define general, contents, and filter properties for the tab.