Cluster UI components into a convenient module that you can reuse in
different contexts throughout your application by using case and object views. You can
use case views for case types and object views for data objects in read-only scenarios,
for example, as tabs on the full view page.
Case and object views include
custom views that you create during application development and default views that the
application creates automatically, namely, the Details,
Preview, and Summary views. When enabled,
the Confirmation view also appears in the case views list.
By
default, the system sets Details and
Summary views as tabs on the full view page.
You can
case and object views in the views pane on the User Interface tab
of a case or a data object.Case views on the User Interface tab
Help your users get the main facts about a case or a data object without opening
a new browser tab. By configuring a preview, you can decide which fields the preview
panel displays on the right side of the application when the user clicks the preview
option.
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
Open the preview that you want to configure:
Choices
Actions
Case view
On the User interface tab, in the
Views pane on the left side of the window,
click Preview.
Data view
On the Data model tab, in the
Options column, click the data
object for which you want to create a view.
On the User interface tab of the
data object, in the Views pane on the
left side of the screen, click
Preview.
Adjust the appearance of the preview pane by doing any of the following
actions:
To remove the case life cycle chevron from the preview, clear the
Show case life cycle checkbox.
To hide related assignments, clear the Show
assignments checkbox.
For example: In this scenario, the preview presents the details of a
loan attestation case.Sample preview configuration for a case
Give your users a convenient way to check important case or data object
information by configuring the summary data view. The summary data view appears on the
left side of the case page and lists data, such as case priority, status, or
history.
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
Open the summary view that you want to configure:
Choices
Actions
Case summary
On the User interface tab, in the
Views pane on the left side of the window,
click Summary data.
Data summary
On the Data model tab, in the
Options column, click the data
object for which you want to create a view.
On the User interface tab of the
data object, in the Views pane on the
left side of the screen, click Summary
data.
In the Highlighted fields section, click
Add, and then select which fields and widgets you
want to display at the top of the case summary pane.For example: To add a widget that displays links to related work items, click AddWidgetsRelated cases.
In the Fields section, click Add,
and then select which fields and widgets you want to display below the primary
fields on the case summary pane.For example: Click AddFieldsCase ID.
For example: In this scenario, the summary data view displays
Priority and Borrower primary fields,
as well as several case-related secondary fields, including Purchase
Price and Mortgage amount.Sample summary data view configuration for a case
The fields that you map into the Highlighted fields region
render inline from left to right, and their values render with a pronounced visual
treatment. The fields that you map into the Fields section
stack vertically along the summary panel with the field label on the left and the
value on the right.
Build case-wide UI modules by defining the form and content of a details view.
Details views are clusters of UI components, such as fields, that you reuse in different
contexts across your application in read-only mode.
For example, in a loan application, you can create a view with account details of the
loan applicant.
Before you begin: Prepare the configurable components:
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.
Depending on your business needs, you can also nest tabs views inside other tab
views.
Before you begin: Prepare the configurable components:
Source your UI from data objects to keep your UI up to date with minimum effort.
By linking a dynamic tab in your application to a data object, you can ensure that the
system automatically updates the UI to match any changes to the data.
For example, you can use dynamic tabs to display information about your customer's
subscriptions. You create a Subscriptions data object that holds
the list of services that the customer uses, and then use that object as a data source
for dynamic tabs, with separate tabs for each service. If the user adds a new
subscription service to the list, the system automatically adds a new tab for that
service, with no additional configuration required.
Before you begin: Prepare the tab components:
Create a data object.
In the case type, create a view that uses the dynamic tabs template.
In the data object, create a view that you want to use for the tab.
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
Open the view that you want to configure:
Choices
Actions
Case
On the User interface tab, in the
Views pane on the left side of the window,
click the dynamic tabbed view that you want to edit.
Data object
On the Data model tab, in the
Options column, click the data
object for which you want to create a view.
On the User interface tab of the
data object, in the Views pane on the
left side of the screen, click the dynamic tabbed view that
you want to edit.
In the Edit view section, define the header for the
view:
To change the name under which the view appears in the view list, in the
View name field, enter a new view name.
To change the text of the label that appears at the top of the view at
run time, in the Header field, enter the new label
text.
To display the view without a label at the top, clear the
Display header checkbox.
In the Data page field, select the list for the data
object from which you want to source the tab information. For example: Select List subscriptions, which is the
auto-generated list for the Subscriptions data
object.
In the Tab label field, select the data object property
that determines how the system divides content into tabs.For example: Select Subscription name.
In the
Subscriptions data object, the
Subscriptions name field has three records: TV,
Internet, and Mobile. Consequently, the system sources three tabs, TV,
Internet, and Mobile, each representing a single record.
In the Tab content field, select the data object view
that you want to display on the tab.For example: Select Details.
For example: In this scenario, the tabs represent records in the
Subscriptions data object. Sample dynamic tabs at run time
Help your users better understand the next steps in their work by
configuring an out-of-the-box confirmation view. A confirmation view appears when the
user completes all of their assignments, and you can configure it to display custom
instructions or a list of open tasks that might interest the user later in the
process.
For example, you can use your application to register customer
complaints. When the case worker completes processing a complaint and has no more work
assigned, the confirmation view displays guidance on what to communicate to the user who
logged the complaint.
Enabling the confirmation view
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
In the case type, click the Settings tab.
In the menu on the left side of the case type, click
General.
In the Assignment processing section, select the
Display custom view when no more assignments are available to the
user checkbox.
Click Save, and then, click ActionsRefresh.
Configuring the view
On the User interface tab, in the Case
views section, click Confirmation.
In the Edit view section, define the header for the
view:
To change the text of the label that appears at the top of the view at
run time, in the View label field, enter the new
label text.
To display the view without a label at the top, clear the
Show label checkbox.
In the Region A 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.
In the row with the newly added item, click the
Configure icon, and then define additional settings,
such as labels and visibility.
