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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.
Form controls
You use controls to display fields on a HCL Compass form.
Adding form controls using the control palette
You can add controls to a form by using the control palette. The control palette provides a visual cue as to the type of control you are adding.

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.
    - Form controls
      You use controls to display fields on a HCL Compass form.
      - Adding form controls using the control palette
        You can add controls to a form by using the control palette. The control palette provides a visual cue as to the type of control you are adding.
      - Adding controls using the Field List
        You can add controls to a form by using the Field List.
      - Selecting controls in forms
        Use the Selection tool to select one or more controls and to move or change the size of controls.
      - Editing the properties of field controls in forms
        After adding a control to a form, you can edit the properties of the control, including selecting the field to associate with the control and specifying display attributes for the control.
      - Deleting form controls
        If you no longer need a form control, you can delete it.
      - Changing the tab order of form controls
        You can change the tab order to reflect the order in which you expect your users to use the controls.
      - Form controls
        Form controls are available for inclusion on HCL Compass forms.
  - 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 form controls using the control palette

You can add controls to a form by using the control palette. The control palette provides a visual cue as to the type of control you are adding.

Before you begin

If the control palette is not visible when you open the form, click the arrow to the right of the form to expand the Palette window.

Procedure

To add a control to a form with the control palette:

In the control palette, click the control to add.
Move your cursor to the form and click and drag until the control reaches the desired size.
After the control is on the form, the cursor changes to the selection arrow so that you can move and size the control.
Double-click the control to open its property sheet and select the field to associate with the control.

What to do next

You can also set the display options of the control. For more information, see Editing the properties of field controls in forms.