Applications → Working with Forms → Form Settings → Form Palette
In the form editor, you drag controls from the Form Palette and organize them on the form. You then use the control Property Editor to configure the controls. This topic describes the controls in each section of the Form Palette.
The controls in the Field Controls section represent fields in your primary table. You can use each field control one time in each form.
The controls in the Detail Controls section represent sections that contain detailed information about items. You can use each detail control one time in each form.
Some sections are displayed on the form only if they contain something. For example, the Item Notifications section is not displayed until a notification is added to the item. This applies to the Attachments, Notes, Item Notifications, Subtasks, and Version Control sections. The Attachments and Notes sections can be seen, however, if you clear an option on the General tab of the Attachments and Notes Property Editors.
|Section that contains file attachments, item links, and URLs.
|Section that contains information pertaining to changes to items. For example, a change history entry is added to an item when it is submitted and each time it is transitioned or updated.
|Section that contains notes and e-mail messages attached to an item.
|Section that contains item notifications that a user subscribed to and the history of notifications for the item.
|State Change History
|Section that contains a graphical or
tabular representation of the states and transitions a primary item moved
through as it is tracked through a workflow.
Note: This control is used on state forms only.
|Section that contains links to subtasks or principal primary items.
Section that contains source control information associated with a primary item. This section is used if your system has an integration to a version control tool.
Control that lets users type in a comment when they transition an item. On the Options tab of the transition Property Editor, you can specify whether this field should be displayed, and whether it should be a mandatory field.
Note: This control is used on transition forms only.
|Section for external URL integrations.
|Control that contains
Service Level Agreement
details. This control is used with
Serena Orchestrated Ops
and is only available for state forms.
|Control that displays users ("experts") who
have worked with an item. This control is only available for state forms.
This control includes a popup that opens at the left side of the control if there is room on the form; otherwise it opens on the right side. To make sure that users can see the popup, do not place the widget in a single-column row, and place it in a column that has enough room on either side for the popup to open.
|Time Capture Widget
|Control that allows individual users to add
an entry for the time they spent on an item and displays the total amount of
time spent on the item by all users. This widget allows you to place the
control in a specific area of the form.
If the Time Capture feature is enabled and you do not add the control to custom forms, and for quick forms, this control is automatically placed below the Change History section (state forms) or above the Standard Fields section (transition forms) and is collapsed.
If the feature is disabled, the control will not appear on custom forms, even if you explicitly added it to them.
The controls in the Container Controls section represent types of containers that hold other controls or information. For example, a History tab could contain the Change History detail control. Container controls serve the same purpose, but differ in appearance. A container control can contain another other container controls. For example, a System tab could contain group boxes that contain different types of system information.
|An expander control can be expanded to show its contents, or collapsed to hide the contents. Users can use expander controls to view or hide information based on their interests.
|A section on a print form that shows all of its content because it cannot be collapsed and cannot contain tabs.
|A group box provides groups related information in an outlined area on the form.
|A panel is a rectangular area that holds related information.
|A user can click a tab in a series of tab controls to view different types of information. Tab controls save space on the form. This control is not available on print forms.
For print forms, only Section, GroupBox, and Panel are available in the Container Controls section, and the Show collapsed on startup option for them is disabled.
The Other Controls section contains controls that users interact with. It also lets you add images to a form.
Button, HyperLink, and Image controls can be used to perform various functions, depending on whether they are on a state form or transition form. They can be used in addition to or instead of standard controls, such as transition buttons and Actions drop-down list items. For more information, see Behavior Tab of the Control Property Editor.
For information about options for these controls, see General Tab of the Form and Control Property Editor.
|A button that opens the Web page you
specify, opens a popup window, or executes a transition.
Note: Standard buttons that users click at the top of a transition form to transition items are automatically added to a button bar at the top of state and transition forms. These buttons can be removed if custom transition controls are added to the form. (See Important note, above.)
|Lets the user select an item from a list.
|Lets the user type or edit items in a field. For example, this could be a Password field.
|A link that opens the Web page you specify, opens a popup window, or executes a transition.
|Lets you add an image to the form. If configured, opens the Web page you specify, opens a popup window, or executes a transition.
|Lets the user select an item from a list.
|Lets the user type information into a field. For example, this could be a Description field in which the user types the description of a software problem.
For print forms, only Image and Text are available in the Other Controls section, and on the Refresh tab of their Property Editors, On page load is the only refresh option.
The controls in the Widgets section represent widgets (small applications that provide a special function). For detailed information about the available widgets, see Using Form Widgets.
Widgets are not available for print forms.
Custom widgets may also be shown if you have imported form extensions.
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