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.
Note:
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 Viewing 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. |