Forms
In simplest terms, a form is a collection of fields that enable users to interact with a business class. Form fields can be editable, allowing the user to change a record. Fields can also be read-only, meaning that they display static information.
A more complex type of a form, a composite form, shows data from the associated business class and other related business classes.
The table shows actions that might be available on a toolbar or overflow (…) menu when you work with forms. On the toolbar, actions are represented by icons that you can hover over to view help text.
If other options are available on the toolbar, they have been added by your applications (FSM or HRT) and are described in your application product documentation.
| Action | Description |
|---|---|
| Previous record | Display the record before the current one. |
| Next record | Display the record after the current one. |
| Save | Save the current record |
| Save and New | Save the current record and start a new record. |
| Refresh | Refreshes the current view. |
| Audit Log | Link to the audit log. For more information, see View the audit log. |
| Drill Around | Link to the Drill Around feature. For more information, see Viewing data through the Drill Around feature. |
| Print to PDF | Opens a dialog box of features for creating or configuring a PDF version of the data on the screen. For more information, see Generating report output to PDF or CSV. |
| Select Report Fields | Select fields from the current form to add them to a new or existing report. |