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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.
Working with pages on forms
Pages allow you to organize the controls on a form.
Adding tabs to forms
By default, each record form contains two tabs to hold all controls. You can add more tabs to the form to separate and group your controls.

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.
      - Adding tabs to forms
        By default, each record form contains two tabs to hold all controls. You can add more tabs to the form to separate and group your controls.
      - Changing form page (tab) names
        You can change the name of a page (tab) on a form and include an access key so that users can display the page by pressing the corresponding key on the keyboard. Access keys are underlined in the page name that appears on the page.
      - Restricting access to tabs
        By default, a page and its respective tab is visible to all users, but you can restrict access to a page so that it is visible only to users in selected groups.
      - Changing the order of tabs
        By default, tabs on a form are displayed in the order in which you create them. You can change the order by assigning an index number to a tab. The index number identifies the order of the tab on the form; the first tab has index number 0, the second tab has index number 1, and so on.
      - Deleting pages (tabs)
        You can delete a page (tab) from a form. Deleting a page also deletes all of the controls on that page.
    - 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.

Adding tabs to forms

By default, each record form contains two tabs to hold all controls. You can add more tabs to the form to separate and group your controls.

Procedure

To add a tab to a form:

In the Schema Repository Explorer, right-click a schema, and then click Revision Control > Checkout.
In the Comments dialog, enter a comment, and then click OK.
In the Schema Repository Explorer, expand the Record Types or Record Types - Stateless folder in your schema and then double-click a record type.
The record type editor opens.
Click the Forms tab to view the forms for the record type.
On the Palette, click Tab Item.
Move the pointer to the top of the form. Click the location where you want the new tab to be.

Results

After adding a tab to a form, you can change the name that is displayed on the tab, specify an access key for the page, restrict user access to the page, change the tab position, delete unused tabs, and copy the contents of a page.