Form Arrangements

A Form Arrangement is a tabbed collection of child Forms and records that can be dynamically displayed on a parent Form/record to convey related information (example: Journals or Tasks related to the parent record, or an additional Form for the same record that displays fields in a different way).

A Form Arrangement can display:

  • A Form from any configured Relationship: For example, the Incident Business Object is often in a Relationship with the Journal, Task, Configuration Item, and Problem Business Objects, so any of those Forms/records can be displayed in the Incident's Form Arrangement. If a Form/record in the Form Arrangement is in an owned by Relationship with the parent Form/record (example: Incident Owns Journals), then it can by edited; however, Forms/records in linked Relationships (example: Incident Links Problem) are read-only.
  • Any Form created for the same Business Object: For example, Incident has several Forms that display Incident fields in different ways (example: Resolution Details, Incident Details, etc.), so any of these Incident Forms can be displayed on the main (default) Incident Form.
    Tip: This is useful for displaying summary information, a subset of information, or information that is not always visible (example: Details from an Embedded Form).

A typical Form Arrangement might include:

  • Journals: Track what occurs during the lifecycle of a record (example: Notes and history).
  • Tasks: Track a piece of work that is created and assigned to another CSM User or Team.
  • Approvals: Track approving/denying/abstaining content by one or more designated Users or Teams.
  • Configuration Items: Track managed assets that make up the CMDB.
  • Knowledge Articles: Track records that share Knowledge (example: FAQs, how-tos, workarounds/solutions, tutorials, processes, reference, etc.) among Users and Customers.
  • Discussions: Track discussions with Customers and/or other Users.

The following figure shows an example Incident Form (1) with its Form Arrangement (2). The Incident Form Arrangement contains important data related to an Incident (example: Journals, Tasks, Resolution Details, Problems, etc.).

Form Arrangement

Good to know:

  • A Form Arrangement is highly configurable. You decide which tabs to include, the tab position, and the tab properties (example: Name, image, visibility, toolbar options, supported views (Form, Grid, or both), default view, filtering options, etc.).
  • Typically, only Major Objects have Form Arrangements; only one Form Arrangement can exist for each Business Object in a Business Object View.
  • Filters can be applied to Form Arrangements to control the child records that are shown on a tab. Users can add records that violate the filters, however. Once the parent record is saved, the child records are removed based on the filters. In the Desktop Client, the child records are removed after the parent record is saved and refreshed.
  • Often, Summary Forms are used on a Form Arrangement because they are smaller and typically show the most important data.
  • There are other ways to display "related" data. For example, a Relationship exists between Incident and Customer but displays using a Related Item Selector and/or a Mini-Summary Form that shows only the Customer’s phone number and e-mail address.
  • You can create stacked zone arrangements for the Portal view of Business Objects.

CSM provides an OOTB Arrangement for each OOTB Major Business Object. Use these OOTB Form Arrangements as-is, edit them, or create your own using the Form Arrangement Editor (accessed from within a Blueprint in CSM Administrator).

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