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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 can be opened several ways.

Form Editor

  1. 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.
  2. 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.
  3. Form drop-down: Lists the Forms defined for the selected Business Object (ex: Default, Basic Info, etc.).
  4. Search Control/Ignore Folders button: Use to quickly locate and display Fields. Use the Search Control Editor Search Control to quickly locate a Field whose Name and Description contain a specific word or phrase (ex: OwnedBy). Use the Ignore Folders button Ignore Folders Button to ignore the organizational folders and display all Fields at the root of the list.
  5. 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.

  6. Control tree: Lists the Form Controls you can add to the Form.
  7. Form preview: Displays a dynamic preview of the Form.

In This Section

Form Menu Bar Item

Form Editor Toolbar

Form Editor Behaviors

See Also

Managing Forms

Open the Form Editor

Form Wizard

Design a Form

Create/Edit a Form