To customize list forms

Purpose

For some list forms, you can customize the object type drop-down to reduce the number of menu options displayed, to create, rename, and rearrange menu items, and to choose the default option. You can also select the action buttons that appear on the form.

Steps
 

Open the Workspace form; see To create a new custom workspace or To modify an existing workspace .

Alternatively, you can click the Customize button on a list form, if available. The Workspace (Edit) form for the current workspace opens with the List Forms tab displayed. Go to Step 4 .


Click on the List Forms tab and choose a list form type from the Form drop-down menu.


Click on the Object Types tab, if required.

The All Object Types panel contains a list of all object types available for the selected list form type. The Appear on Form panel contains the object types that appear in the object type drop-down menu.


Expand items as required in the All Object Types panel and Appear on Form panel.


Perform any of the following:

  1. In the Appear on Form panel, remove any items that are not required in the object type drop-down menu. Select and delete the items using the right-click menu or the keyboard.

    There must be at least one object type left in the Appear on Form panel. If all object types are removed, an error message is displayed.

  2. Add a new custom folder in the Appear on Form panel.

    1. Right-click in the location where you need to add a folder and choose Add Folder. A new folder appears under the selected item.

      If you right-click on an empty space in the panel and choose Add Folder, the new folder appears as the last item in the list.

    2. Type a name for the new folder and press Enter.

    Note: If you add a new folder in the Appear on Form panel and the folder is empty, the folder is not displayed in the drop-down.

  3. Rename a custom folder in the Appear on Form panel.

    1. Select the folder, right-click, and choose Rename.

    2. Type a name and press Enter.

  4. Add object types to the Appear on Form panel. Select items in the All Object Types panel and drag and drop or copy the selected items to the Appear on Form panel.

    The usage indicator icon beside an object type in the All Object Types panel indicates whether the object types are all used, partially used, or not used in the Appear on Form panel. Usage indicator icons are described in the Legend at the bottom of the Workspace form. Usage indicators reduce the need to compare object types between the All Object Types panel and the Appear on Form panel.

  5. To locate an object type in the All Object Types panel, display the path for the object type.

    1. In the Appear on Form panel, select an item, right-click, and choose Show in All Object Types Tree.

      A dialog box displays the path for the object type in the All Object Types Tree.

    2. Click OK to close the dialog box.

  6. To locate an object type in the Appear on Form panel, display the path for the object type.

    1. In the All Object Types panel, select an object type, right-click, and choose Show in Appear on Form Tree.

      A dialog box displays the path for the object type in the Appear on Form Tree. If the object type appears more than once in the Appear on Form Tree, multiple paths are displayed.

    2. Click OK to close the dialog box.

  7. Arrange the order of object types. Drag and drop or cut and paste selected menu items in the Appear on Form panel to other locations in the tree.

    The order of items in the Appear on Form panel determines their order in the drop-down menu.

  8. Configure the default object type. The default object type is displayed in the drop-down when the list form opens.

    To set the default object type, select an object type in the Appear on Form panel, right-click, and choose Set Default. The selected object type is identified as the default.

    To set no default for the list form, select the default object type, right-click, and choose Remove Default. When no default is set, you must select an object type each time the list form opens.

    When you set a new default object type, the system overwrites any previous default.

    For the Manage Services list form, the system initially assigns the Service (Service Management) object type as the default. You can change or remove this default as required.

    For the Manage Equipment and Manage MPLS Objects list forms, the system does not assign a default object type until a user-configured default is set.


Configure the button display for the list form type selected in Step 2 . Click on the Button Panel tab and select or deselect buttons, as required. Buttons that are not selected will not appear on the list form.

The available buttons vary depending on the form type.

Mandatory buttons such as Search, Properties and Customize are dimmed and cannot be removed.


Save your changes and close the form.

Note: When you modify a workspace currently in use, the workspace selector displays Workspace Out of Sync. Select the current workspace from the workspace selector to apply the modified settings.

End of steps