About Forms

Forms provide access to information in primary and auxiliary items through three views:

State forms
A read-only view of primary items. For auxiliary items, these are referred to as view forms.
Transition forms
An editable form used to submit, transition, and update primary items. For auxiliary items, these are referred to as edit forms.
Print forms
A printable version of a state or view form. Many controls, such as the transition button bar and the Actions menu, are removed from print forms. If the form structure includes collapsed sections or inactive tabs, the hidden information is included in the generated print form so users can see it. For example, if there is a tab on a custom state form, the print form that is automatically generated will have a "flat" container with the tab fields grouped in it.

For primary items, each application workflow has default state, transition, and print forms. These are referred to as "quick" forms. When a different form is needed, you can override the default form for each state and transition in SBM Composer. You can also use SBM Application Administrator to override forms for individual projects or states and transitions in those projects.

Customizing Forms

For each type of view, you can use the provided "quick" form or a custom form.

Quick forms are automatically generated by the system and initially assigned to workflows, states, transitions, and auxiliary tables. They use field privilege sections to determine field placement and security. Quick forms use standard formatting and require little maintenance.

Custom forms offer great flexibility for changing the appearance and the behavior that users experience as they work with primary and auxiliary items. You can:

Organize fields regardless of their privilege section.
Change the form's visual appearance. For example, you may want to match forms to your organization's color scheme. You can also add your own images, hyperlinks, static text, buttons, and JavaScript files to custom forms.
Use form actions to add dynamic behavior, such as hiding one field when a certain value is selected in a different field.
Remove or modify transition buttons or the Actions drop-down list.
Add widgets. For example, use the Embedded Report widget to add an SBM to your form, or use the REST Grid widget to access external data through a REST service and display it in a tabular format in an application.

Custom forms can be based on a quick form or you can start with a blank form.

For details, refer to Customizing Forms.

Security vs. Design

Custom forms enable you to control access to data and customize design and layout through two mechanisms: privilege sections and visual sections.

Privilege sections control access to fields placed on forms; visual sections control field placement on forms. For details, refer to Controlling Access to Data.