Creating views in Cosmos React
Create personalized views for your case types to capture the data that the case requires to resolve your business processes. As a result, you improve the flexibility of your application and accelerate case resolution, because you can define specific fields that collect information for particular cases. By creating a view, you can also lower application development time and costs, because you can reuse views for multiple case types.
For example, you can create a view that captures feedback from a customer after resolving a case, such as a loan request, and then save time by reusing the view for other case types in which you need to collect feedback.- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- Create a view:
Choices Actions For a new step - On the Workflow tab, in the Life cycle section, click an assignment or an approval step.
- In the Step properties panel, click Configure view.
- Optional: To change the view template, click
Edit, and then click the template
that you want to apply to the view.Views for steps are always column-based.
From the views list Note: The list includes only the views for new steps that you initially configured in the Workflow tab. - On the User interface tab, in the Views pane on the left side of the screen, click Add.
- In the Create a new view dialog box, in the Name field, provide a meaningful name for your view.
- In the template list, select the template that you want to use.
- Click Submit.
- If the view uses a column template, add UI elements to the view. For more information, see Configuring column views.
- If the view uses a table template, configure table settings. For more information, see Configuring lists.
- If the view uses a tab template, configure tabs and their content. For more information, see Configuring tabs.
- Configuring column views
Build a reusable user interface module by defining the form and content of a view. Views are clusters of UI components that you can modify according to your business needs by adding fields, applying templates, or embedding other views.
- Configuring lists
Help users access and compare data with lists. Use tables and tile galleries in your applications as a flexible basis for users to process large amounts of information. For example, tables in a price comparison application can help users efficiently identify the best offer.
- Configuring tabs
Group fields together in your application by category with a tabbed view template. By using tabs, you can create an intuitive UI that saves screen space and helps users find the information they need with less effort.
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