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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.
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.

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.

Before you begin

Note that when you import a record form, the form type is not set by default. You must specify a form type so that the form can be displayed in the HCL Compass Web client.

Procedure

To import a form:

Start the Designer.
Check out the schema to receive the imported data.
Expand the Record Types or Record Types - Stateless folder.
Right-click the Forms folder of the selected record type and click Import Form.
In the Import Form window, select the file that contains the form, and click Finish.

What to do next

After importing the form, right-click on the new form and click Record Form or Submit Form to specify the form type. Next, reassign fields to controls, if necessary.