Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Forms and views

Updated on December 13, 2022
Applicable to Theme Cosmos applications

Forms and views enable your application to display and collect information, for example, to fulfill requests or process cases. By setting up intuitive forms and views, you help users process their work with less effort.

Forms and views on a page

Users interact with your applications by using forms and views, which set up the interface for each assignment in the case life cycle. Views contain elements such as text fields, check boxes, radio buttons, or other views. Some views are created by default. For example, your application automatically creates a case summary and case details view for every new case type. For improved consistency, you can reuse views with changed settings in different contexts. The same view can be editable in one place, and read-only in another.

Views make up forms. For every step in the case life cycle, the application generates a form automatically. The step form contains a single, main view that reflects the actions that the user must take to progress the case. However, a page in an application is usually a mixture of forms and views. For example, a page with a data collection step might include a step form that contains data collection fields, as well as an additional case details view, which displays secondary information. The following diagram illustrates how forms, views, and fields fit together on a page.

Forms and views on a page
Page contains views and forms. Views contain fields and other views. A page has one dominant view.

Differences between forms and views

Forms and views perform related functions and are easy to confuse. One way to tell the two apart is to understand that while a form is a tool for collecting data and processing work, a view is a reusable configuration of UI elements that you can use in any context, including, but not limited to, forms.

Clear, consistent, and intuitive views and forms ensure the best user experience. Because forms represent work that case workers complete, ensure that you add only the fields that are useful to the user. To learn how to organize and populate a form, see Organizing your view and Adding UI elements to forms.

For more information on working with forms, see the Pega Academy module Customizing the appearance of a form.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us