Form Designer Administration Page Layout and Tools

To access the Form Designer administration page, select Administration | Workspace from the FootPrints homepage, then select Form Designer from the Fields section of the administration page. The Form Designer page is displayed (the colored rectangles in the following figure are not part of the actual administration page).

For the purposes of this help topic, Form Builder is described as four "zones", plus the Publish Form button.

The zones on the Form Designer are:

• Static Information (outlined in red above)—The information in this zone cannot be changed by the administrator. The information in the fields is determined by BMC FootPrints Service Core and is automatically populated in the published form. The Static Information zone is displayed in the Form Designer solely for informational purposes. The following content is displayed on the published form:
  • Issue Number (not shown)—The Issue Number is not displayed on the Form Designer, but is displayed in the published form.
  • Created By—The name of the individual who created the issue.
  • Updated By—The name of the last individual to edit the issue.
• Tabs (outlined in blue above)—Select a tab for editing. The selected tab can be altered as the administrator sees fit using the controls on the right side of the page. By default, the Issue tab is displayed. The Change Management and/or CI Links tabs are only displayed if the BMC FootPrints Service Core Change Manager and/or BMC FootPrints Service Core Configuration Manager add-on modules have been installed. The following are the default tabs:
  • Change Management
  • Contact Information
  • Issue Information
  • Description
  • CI Links
  • Attachments
  • Assignees and Notifications
  • Related Issues
  • Time Tracking
  • History
  • User Comments
• Canvas (outlined in black above)—The "canvas" is the actual issue page form that the administrator is developing. The Canvas is displayed with the Title, Priority, and Status fields always at the top of the page and the fields for the selected tab below that.
• Palette (outlined in green above)—The "palette" is the set of controls used to manipulate the canvas. There are three areas within the palette:
  • Fields—Used to add fields to the canvas. Select a field type and add it to a tab by dragging it from the palette to the canvas.
  • Special Features—Special Features are:
    • Submission Tracking—A special field for tracking the way in which the issue was submitted (via email, via web, via telephone, etc.)
    • Custom HTML—A means of adding HTML to the issue page. The HTML can be any HTML content, such as a link to a web page or text.
  • Actions—General controls that enable the administrator to:
    • Add Tab—Add a new tab to the issue page.
    • Preview Form—View the form as it would appear if it were published as the issue page.
    • View Dependencies—View a map of the field dependencies.
    • Discard Draft—Discard all changes to the draft without leaving the Form Designer page.
    • Save Draft—Save a copy of the issue page as edited in Form Designer without publishing it. The draft can be worked on again at a later date. In the meantime, the current issue page would remain unchanged.
• Publish-Form—Puts the issue page into production and is similar to the SAVE button found on other pages.

Additional Form Designer Functions

The Form Designer can create tool tips, the text that is displayed when a cursor hovers over a field or tab. In addition, you can set field permissions and field dependencies in the Form Designer.