Form building

The IBM® Maximo® Real Estate and Facilities Form Builder defines forms to create, view, and edit the contents of records.

To get to the Form Builder, navigate to Tools > Builder Tools > Form Builder.

Each form is linked to a business object. The Form Builder groups forms by the module that contains that business object. The Form Builder shows a list of modules, each with a radio button. When you select a module, the Form Builder displays all forms associated with it.

The list of forms on the Form Builder is organized into these columns:

Name: The name that is used in workflows to uniquely identify the form. This name is unique within a module.
Label: The string that identifies the form in the user interface.
Business Object: The name of the business object the form is associated with.
Status: The status of the form. For more information, see Create-Publish-Revise cycle.
Object Label: The current object label identifier for the form.

The actions that display on the Form Builder when it first displays are always displayed on the Form Builder:

Style Sheet Editor

Clicking this action pops up the Style Sheet Editor, which is a tool for editing style attributes that can be common to many forms. For more information, see Configuring the user experience.

Alternate Forms

You use the Alternate Forms action to specify an alternate form for a record when that record is opened in a query section, graphics section, locator field, availability section, or calendar section. At runtime, if an alternate form is defined for a module, business object, and form, the record displays in the alternate form.

Clicking the Alternate Form action opens the Alternate Form List Manager, which is different from the List Manager. You use the Alternate Form List Manager to identify alternate forms or to delete them. To identify alternate forms, click the New action. In each row in the Alternate Form List, define the module, business object, form, and alternate form.

After the list is created, you can use it in a query section, graphics section, availability section, calendar section, or locator form field.

Do not use alternate forms for add or create functionality. Only use forms in the Alternate Form List framework to open records after they are created.

At runtime, if an Alternate Form List is defined for an operation and more than one row in the Alternate Form List satisfies the record, the most specific is used. For example, if there is an alternate form for the record's form and a different alternate form for the record's module, the specific form alternate is used.

Where Used

If you select the radio button for a form and then click this action, a window pops up showing what references or uses the selected form. The fields that are displayed are Name, Type (for example, Query, Workflow, Nav Item), Module, Object, Form, Action, and Additional Information.

If you want to export the information in the Where Used window, click the Export Usage action. You can save or open a CSV file.

See Deleting fields for a list of references reported by Where Used.

New

Clicking this action pops up a window where you can specify the properties of a new form. The new form will be associated with the currently selected module.

Open

If you select the radio button for a form and then click this action, a window pops up where you can edit the properties of the selected form.

You also can click the hyperlinked name of the form, which causes the same window to pop up.

Copy

If you select the radio button for a form and then click this action, a copy of the selected form is created.

Delete

If you select the radio button for a form and then click this action, the selected form is deleted.

Data Modeler

Clicking this action opens the Data Modeler tool. The Data Modeler is described in Data modeling.

More actions display on the Form Builder when you select the radio button to of the name of a form. The actions that display vary based on the status of the form.

If you select the radio button for a form in Created or Revision In Progress status, the Publish action displays next to the Delete action. Click the Publish action to publish the selected form. For more information about Publishing, see Create-Publish-Revise cycle.

If you select the radio button for a form in Published status, additional actions display on the Form Builder:

Report Header: This action is used to create a raw template for a form report. For more information, see Reporting in Maximo Real Estate and Facilities.
ADO XML v2: This action is used for the integration between IBM Maximo Real Estate and Facilities and SAP Crystal Reports to help configure SAP Crystal Reports to produce a form report.
ADO XMLv1: This action is used for the integration between IBM Maximo Real Estate and Facilities and SAP Crystal Reports to help configure SAP Crystal Reports to produce a form report.
Revise: This action displays next to the Delete action.
Clicking this action changes the state of the selected form to Revision in Progress and pops up a window where you can edit the properties of the selected form. For more information about Revision, see Create-Publish-Revise cycle.