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Reusing forms

Updated on March 29, 2022
Applicable to Hybrid mode applications

You can reduce development time and maintain consistent layouts between sets of fields in your case type by embedding forms in other forms. For example, you can prompt users to review their employment history by embedding their Work History form in a Confirmation form.

Note: The following procedure applies to Theme Cosmos and classic Pega Platform applications. For information about adding fields to forms in Cosmos React applications, see Configuring column views and Configuring fields.
  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 Workflow tab, click Life cycle.
  3. In the Case life cycle section, click an assignment or an approval step.
  4. In the Step properties panel, click Configure view.
  5. In the dialog window, click Views.
  6. Click Add view next to the view that you want to reuse.
  7. Optional: To view or edit the form that you want to reuse, click Open.
  8. In the Options list, choose an edit mode for the reused form:
    • To maintain the individual setting for each field on the form, select Auto.

      Fields can be read-only, required, or optional.

    • To display all the fields as read only, select Read-only.
  9. Click Submit.

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