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:

• Name the Form.
• Select a Theme.
• Size the Form background.
• Select a Form background color.
• Add one or more Form Controls to the Form: Field, Standard, and Special Controls.
• Define how each Form Control looks and behaves on the Form: Text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.

Good to know:

• The easiest way to add all appropriate Fields to a Form at once is to use the Form Wizard.
• Fields with the Exclude from Form Advanced option selected are not available to add to a Form.
• Good design is important. Before creating a Form, see Design a Form.
• Summary and Mini-Summary Forms are shorter Forms that are often used in a Form Arrangement or as an Embedded Form.
• See Form Editor Behaviors for tips on working with Form Controls.
• After creating a Form, access the Form's name and size properties from the Form Properties window (click Form>Form Properties from the Blueprint Editor menu bar).

To create a Form:

1. Open the Form Editor.
   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      

   2. In the Current View drop-down, select the Business Object View whose Forms you want to access.
   3. In the Business Object tree, click the Business Object whose Forms you want to access. Tip: Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.
   4. In the Appearance area of the Object Manager, click the Edit Form link. Tip: You can also click View>View Form on the Blueprint Editor menu bar or click the Form toolbar button on the Blueprint Editor toolbar.

      Important:

      • To access a Summary Form, click Edit Summary Form.
      • To access a Mini-Summary Form, click Edit Mini-Summary Form.
      • To access a Form Arrangement, click Edit Form Arrangement.
      • To access a Mobile Form, click Edit Mobile Form. For more information about Mobile Forms, refer to create a Mobile Form in the Cherwell Mobile documentation.

      The Form Editor opens displaying the Business Object's default Form. A dynamic Form menu bar item appears on the Blueprint Editor menu bar so that you can access Form-specific commands.

      

   5. If more than one Form exists for the Business Object, select the Form to open by selecting it in the Form drop-down (upper-left).

      

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

   The New Form window opens.

   

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.

   

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:
   • Select a Form background color.
   • Size the Form background.
   • Add one or more Form Controls to the Form.
   • Define how each Form Control looks and behaves on the Form: Text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.
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.
   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      

   2. In the Current View drop-down, select the Business Object View whose Forms you want to access.
   3. In the Business Object tree, click the Business Object whose Forms you want to access. Tip: Filter the Business Objects by clicking the Major, Supporting, Lookup, and All radio buttons.
   4. In the Appearance area of the Object Manager, click the Edit Form link. Tip: You can also click View>View Form on the Blueprint Editor menu bar or click the Form toolbar button on the Blueprint Editor toolbar.

      Important:

      • To access a Summary Form, click Edit Summary Form.
      • To access a Mini-Summary Form, click Edit Mini-Summary Form.
      • To access a Form Arrangement, click Edit Form Arrangement.
      • To access a Mobile Form, click Edit Mobile Form. For more information about Mobile Forms, refer to create a Mobile Form in the Cherwell Mobile documentation.

      The Form Editor opens displaying the Business Object's default Form. A dynamic Form menu bar item appears on the Blueprint Editor menu bar so that you can access Form-specific commands.

      

   5. If more than one Form exists for the Business Object, select the Form to open by selecting it in the Form drop-down (upper-left).

      

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.