Configuring dynamic views
You can configure dynamic views that your application displays when users proceed through a case. By changing the default fields in these views, you can customize the forms that users access when they create, update, or review the case.
- 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 the Views tab, and then click a
dynamic view.Dynamic views display the Dynamic view icon.
- In the dynamic view window, click Edit this view.
- In the dialog window, update the dynamic view:
- To add a preconfigured field, in the properties panel, expand the Fields section, and then click Add to view next to the field that you want to add.
- To reuse an existing view, in the properties panel, expand the Views section, and then click Add to view next to the view that you want to add.
- To include a data object in your view, in the properties panel, expand the Data objects section, and then click Add to view next to the data object that you want to add.
- To create a new field, in the working area, click Add field, and then provide a descriptive name for the field.
- Click Submit.
- Click Save.
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