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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.
Reusing record forms
This topic explains the options for reusing common forms in your schema repository.
Exporting forms
Exporting a form saves all tabs, controls on tabs, and all form, tab, and font properties.

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.
    - 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.
      - Exporting forms
        Exporting a form saves all tabs, controls on tabs, and all form, tab, and font properties.
      - Importing forms
        You can import a form into a record type and the fields associated with the form are mapped to the fields of the selected record type.
    - 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.

Exporting forms

Exporting a form saves all tabs, controls on tabs, and all form, tab, and font properties.

Before you begin

Before you export a form, you must close it. Closing the form saves all changes that you have made.

Procedure

To export a form:

Start the Designer.
In the Schema Repository Explorer view, expand theRecord Types or Record Types - Stateless folder until you see the form to export.
Right-click the form and click Export Form.
In the Export Form window, enter a file name for the exported form, select a location on your local system, and click Finish.
The form is saved as an FRM file.