Add Freelucy to a form view

Surface Freelucy as a button or embedded viewer on the records users open.

After installation, every cmdb_ci base table and its extended tables already show an Edit Relationships button. For other tables, including custom CI tables, you decide how YouDesign Freelucy appears on the form.

Freelucy ships with two UI Formatters and one UI Action. Use whichever combination matches your users' workflow.

Component	What it does
Freelucy Edit Button formatter	Adds a button to the form that opens Freelucy.
Freelucy Viewer formatter	Embeds a relationship view directly inside the form.
Edit Relationships UI Action	Adds an action item to the form's UI Actions menu that opens Freelucy.

The embedded viewer has a fullscreen toggle. The Freelucy Viewer shows the relationships inline on the form. Users can expand it to fullscreen for room to work, then collapse it back into the form.

---

Add a UI Formatter to a form

Use this when you want Freelucy embedded in the form, or a button placed exactly where you want it.

1. Open a record on the table you are configuring.
2. Right-click the form header and select Configure → Form Layout.
3. Add Freelucy Edit Button, Freelucy Viewer, or both, depending on what you want.
4. Save the layout.

---

Add the Edit Relationships UI Action to a table

Use this when you want Freelucy in the standard UI Actions menu rather than embedded in the form.

1. Open All → System UI → UI Actions.
2. Filter for Edit Relationships and open the record.
3. Configure the action so it appears on the tables you want, typically by editing the table name or adding the table to the conditions.
4. Save.

---

What's next

Configuration is complete. Walk your users through How relationships work in Freelucy.