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.

About this task

When you create a form, three controls are added to the form: an Apply button, a Revert button, and an Actions button. These buttons initiate and manage actions. You cannot delete these buttons, but you can change their properties. For example, you can change the label on the Apply button to OK, and the label on the Revert button to Cancel.

To create a form:

Procedure

Start the Designer.
In the Workspace, expand Record Types or Record Types - Stateless and the record type that you want.
Right-click the Forms folder and click Add. A new empty form opens in the right pane and selects the name of the form in the Workspace so that you can change it.
In the Workspace, type a name for the new form.
The name must be no longer than 25 characters and contain only uppercase and lowercase letters, numbers, and underscores.
Right-click the new name and click Record Form or Submit Form.

What to do next

After creating 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 Rational® ClearQuest® clients. Test the forms on the clients, and on all platforms, that you use and make any necessary changes.