Home
Developing
Learn how to develop schemas by using the HCL Compass Designer.
Developing Schemas
You can develop or modify schemas with the HCL Compass Designer.
Working with 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.
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.

Developing
Learn how to develop schemas by using the HCL Compass Designer.
- Developing Schemas
  You can develop or modify schemas with the HCL Compass Designer.
  - Understanding the functions of the HCL Compass schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the HCL Compass Designer interface
    The HCL Compass Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - HCL Compass schemas
    This topic explains the concept of a HCL Compass schema.
  - Customizing a schema
    To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in HCL Compass.
  - Packages and integrations
    This topic explains the concepts of HCL Compass packages and integrations.
  - Test Management and Requests
    You can use the Compass TestManagement and Requests feature to create and track test plans and add approval processes to the record.
  - Working with 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.
    - 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.
      - Changing the name of forms
        You can change the name of a form.
      - Changing the size of forms
        You can change the size of a form to optimize the space available for the form controls. Changing the proportions of the form also changes the size and position of the tabs and the default buttons on the form.
      - Deleting forms
        If you no longer need a form, you can delete it; however, if a record type has only one form, that form must be a record form. You cannot delete the last form of a record type.
    - Working with pages on forms
      Pages allow you to organize the controls on a form.
    - Reusing record forms
      This topic explains the options for reusing common forms in your schema repository.
    - Form controls
      You use controls to display fields on a HCL Compass form.
  - Creating a security model
    This topic provides an overview of the process to create a security model.
  - Using hooks to customize your workflow
    This topic provides guidelines for using hooks to implement your workflow.
  - Record locking
    When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.
  - Customizing the Web
    The Designer provides many ways to customize the underlying schema and functionality that the HCL Compass Web client accesses.
  - HCL Compass email
    This topic provides a description of the supported HCL Compass Web client email features.
  - Importing and exporting data
    This topic describes how to import and export data between HCL Compass databases, and how to import data into a HCL Compass database from another defect tracking system.

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.

Procedure

To create a form:

Start the Designer.
In the Schema Repository Explorer view, expand the Record Types or Record Types - Stateless folder in your schema and then expand the folder for the record type where you want to add a form.
Right-click the Forms folder and click New Form.
Type a name for the new form and then press Enter.
The name must be no longer than 25 characters and contain only uppercase and lowercase letters, numbers, and underscores.
Right-click on the new form and click Record Form or Submit Form to specify the form type.
Double-click on the new form to open the form editor.

What to do next

After you create 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 HCL Compass clients. Test the forms on the clients, and on all platforms, that you use and make any necessary changes.