Creating forms

You must create a record form for each record type in your schema. You can also define a submit form for each record type.

Procedure

To create a form:
  1. Start the Designer.
  2. In the Schema Repository Explorer view, expand the Record Types or Record Types - Stateless folder in your schema and then expand the folder for the record type where you want to add a form.
  3. Right-click the Forms folder and click New Form.
  4. Type a name for the new form and then press Enter.
    The name must be no longer than 25 characters and contain only uppercase and lowercase letters, numbers, and underscores.
  5. Right-click on the new form and click Record Form or Submit Form to specify the form type.
  6. Double-click on the new form to open the form editor.

What to do next

After you create a form, you must add controls for each of the fields that you want to display on the form. See Working with form controls. You can also add tabs to group controls. See Working with tabs on forms.

Font and language differences can cause the forms you create in Designer to appear differently when viewed by the different types of HCL Compass clients. Test the forms on the clients, and on all platforms, that you use and make any necessary changes.