Configure forms

Configure a form directly from the form. Open the form and in the heading, press Ctrl + Shift + left-mouse-click and the form information displays. Click the Configure link.

This creates a new configured form record that will open in the Configuration Console.

Or

Create a configuration record from Configuration Console:

In the Infor Rich Client, access the Configuration Console. Select Start > Configure > Application.
Select Configured Business Classes or Configured Business Tasks in the left pane.
Click the New icon at the top of the left pane.
On the Create New Configuration screen, in Configuration Type, select Form or Task Form, the business class the form belongs to, and the form you want to configure, then click OK.
Tips:
- To determine the business class a form belongs to, use the form information pop up. Open the list, hover over the heading, and press Ctrl + Shift + left-mouse click.
- If other configurations have already been defined for the business class or task, you can expand that business class, select Configured Forms in the left pane, and click New in order to start the configuration process.
- If the form has panel definitions, it is a composite form. See Configuring composite forms .
The left pane will change to display the existing components in the form.

To change the form heading, select the form title in the left pane and edit the Title field in the right pane.

You can also indicate if this forms is considered the primary form and also make it eligible to be included in DrillAround related lists for forms in the business class.

To change which actions display in the toolbar or to hide actions or make them conditional, select Actions > Called Out or Restricted in the left pane.

You can change the form layout. Decide which type of change you want to make.

To add a new section, select Layout in the left pane, click the New button at the top of the left pane, select Column, and then select the type of column layout you want. You can then add components to this new section. You can move the section by dragging and dropping it in the left pane.
To add a header, select Layout in the left pane, click the New button at the top of the left pane, select Header, and then select the type of header you want. You can then define the text of the header and its appearance. You can reposition it by dragging and dropping it in the left pane. You can add translated titles by clicking the globe icon and defining Locale Translations.
To add a paragraph, select Layout in the left pane, click the New button at the top of the left pane, and select paragraph. You can then add components to this new section. You can move the section by dragging and dropping it in the left pane.
To add a blank line, select Layout in the left pane, click the New button at the top of the left pane, and select "blank line". You can reposition it by dragging and dropping it in the left pane.
To add a page break, select Layout in the left pane, click the New button at the top of the left pane, and select "page break". You can reposition it by dragging and dropping it in the left pane.
To add a condition, select Layout in the left pane, click the Create button at the top of the left pane, and select Condition. You can then define the condition in the right pane. For more information on conditions, see Working with conditions in business class configurations.

You can reorganize the components within a section of the form. In the Layout, select the section you want to work with.

To add a component, click the New button at the top of the left pane, select the type of component to add, and then define that component. Click Save after defining the component.
To modify a component, select the component, and modify the properties in the right pane. Click Save after finishing your modifications.
To delete a component, select it, and click the Delete button at the top of the left pane.
To move an element, drag and drop it to a new location within the section, to another section, or outside all sections (top of the form).

Click the Save button at the top of the right pane.