- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the case working area, click Views.
- Click Create new view.
- In the Create new list, select the type of view that you want to
- To create a view based on a table, click List view.
- To create a view based on a form, click Form view.
- Name your view:
- To name a list view, in the View name field, enter a descriptive name.
- To name a form view, in the New view field in the header of the configuration dialog box, enter a descriptive name.
- Click Submit.
- Adding single-value fields to forms
Collect specific, single pieces of information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.
- Adding tables to views
Help users access and compare data by setting up a form with a table. Tables are a basic component that you can use to create a clear interface in information-heavy contexts.
- Reusing fields on forms
Save time and build forms that are convenient to maintain by referencing fields on other, existing forms. For example, you can reuse a field group to capture different user details on a new form, such as name, surname, mailing address and phone number, instead of creating separate fields for each item.
- Reusing forms
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.