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Insert a Control

Add a control on the form. For example, add a textbox in the form.

The controls that can be inserted on both list and detail forms are the following:

Control

Icon

Description

Insert Row

Causes the selected control to be the last in its current row (moves following controls to the next row).

Delete Row

N/A

Deletes all controls on the same row as the currently selected control.

Textbox

Inserts a single or multi-line textbox for editing a string or text field.

Dropdown

Inserts a drop-down list for editing a field validated against a table.

Lookup

Inserts a lookup control for editing a field validated against a table. The control consists of a textbox with a hyperlink in the label that pops up a select form.

Button

Inserts a button.

Hierarchical Lookup

Similar to a Lookup control, except that it is used for a field with a hierarchical selector (such as request category).

Date

Inserts a date field. The control consists of a textbox with a hyperlink in the label that pops up a date selector.

The following additional controls are available for detail forms only:

Control

Icon

Description

Checkbox

Inserts a check box.

HTML Editor

Inserts an HTML editor for a text field that contains HTML.

Read Only Textbox

Inserts a non‑editable text field.

Read Only Lookup

Inserts a non‑editable lookup field. The field is displayed as a hyperlink to pop up the detail form defining it.

Read Only

Inserts a non‑editable date field.

Notebook

Inserts a notebook. There can only be one notebook on a detail form, so this control can be inserted only on forms that do not already contain a notebook.

The following additional control is available for list forms only:

Control

Icon

Description

List

Inserts a list. There can only be one list on a list form, so this control can only be inserted on new list forms.

Follow these steps:

  1. Right-click the form at the location where you wish to add the control and select Insert Control.

    A dropdown list is displayed.

  2. Select the insert control dialog options.

    The control is placed on the form.

  3. Select Tools, Preview to check how the form is displayed to the end user. Although it resembles a standard CA SDM window, and most buttons and menus are functional, it is not a standard session, and you should not attempt to use it that way.
  4. Click File, Save.

    The controls are added on a form.