Use these instructions to rename tabs on form templates.
Depending on how your system administrator customized your system, you might not
have access to this task. To obtain access to this task or to have someone complete it for you,
contact your system administrator.
Only
individuals who are part of the administrator group can access this
feature.
About this task
The form designer Java™ applet
does not automatically close and clear from memory after starting.
Complete and save any changes to a form template.
To rename a tab to a form template, complete these steps:
- From the navigation tree, click Manage Services.
The Select a Service page is displayed.
- On the Select a Service page, complete
these steps:
- Type information about the service in the Search
information field.
- In the Search by field, specify
whether to search against services or business units.
- Select a service type from the Search type list.
- Select a status from the Status list,
and then click Search.
A list
of services that matches the search criteria is displayed.
If the table contains multiple pages, you can:
- Click the arrow to go to the next page.
- Type the number of the page that you want to view and click Go.
- In the Services table, click the
icon () next to the service to show the tasks that can be done on
the service. Click Customize Account Form.
- Choose either to open a file with the Java Web Start Launcher
or save the file. Click OK.
If you
chose to save the file, locate the file and run it in the Java Web
Start Launcher.
The form designer applet is started.
The form template associated with the service instance is displayed.
- Click .
- Type a new name for the tab in the entry field, and then
click OK.
The new name of
the tab is displayed in the form template.
- Click , and then click OK when
a message is displayed, indicating that the form template is saved
successfully.
What to do next
Continue renaming tabs as needed.