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Configuring forms

Suggest edit Updated on June 1, 2022
Applicable to Cosmos React applications

Help users complete their work efficiently by configuring intuitive form views. For example, in a loan application, you can create a view with fields for collecting data about a secondary applicant and, when needed, reuse that view in different contexts throughout the application. By default, the system creates one form view for each step in the workflow.

You can find forms in the views pane on the User Interface tab of a case or data object.

Forms on the User Interface tab
Forms are the final category in the views pane.

Before you begin: Prepare the configurable components:
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the User interface tab, click the view that you want to edit.
    Note: The list includes only the views for new steps that you initially configured in the Workflow tab.
  3. In the Edit view section, define the layout for the view:
    • To change the view template, click Edit, and then click the template that you want to apply to the view.
    • To change the name under which the view appears on the view list, in the View name field, enter a new view name.
  4. For the Default form template, define additional template settings:
    • To change the number of columns, in the Number of columns list, select the target value.
    • To ensure that embedded views maintain their templates, in the Template for embedded view list, select Use template.
  5. In the Region section, define the content of the view:
    • To add a field, view, data relationship, or a UI component to the view, click Add, and then select the item that you want to add.
    • To change the position of a field or a view on the page, drag the component into place.
    • To remove a field or a view from the page, click Remove this field.
  6. In the row with the newly added item, click the Configure icon, and then define additional settings, such as labels and visibility.
    For more information, see Configuring fields.
  7. Click Save.
For example: In this scenario, the view uses a two-column template.
A sample two-column view at run time
The view contains fields for user data, a boolean that informs the app about a second applicant, and attachment fields.
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