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Create/Edit a Form

Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to create and edit a Business Object Form. When you create a Form, you:

Good to know:

To create a Form:

  1. Open the Form Editor.
  2. From the Blueprint Editor menu bar, click Form>New Form.

    The New Form window opens.

    New Form Window

  3. Provide a name for the Form, and then click OK.

    An empty Form opens in the Form preview pane.

  4. Click Form>Form Wizard.

    The Select a Theme window opens.

    Select a Theme Window

  5. Select a Theme to use on the Form, and then click OK.

    The Form Wizard automatically adds all the fields from the Business Object to the Form and applies the Theme colors, fonts, and styles.

  6. You can then:
  7. 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:

  1. Open a Form in the Form 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.

In This Section

Select a Form Background Color

Size a Form Background

Add a Form Control to a Form

Define How a Control Looks and Behaves on a Form

See Also

Managing Forms

Form Editor

Open the Form Editor

Form Wizard

Design a Form