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Working with App Studio forms

Updated on December 13, 2022
Applicable to Theme Cosmos applications

Use App Studio to customize the out-of-the-box forms that capture user input in cases, and achieve quick results with minimal effort. When you organize the fields in a form, you can clearly communicate to users what tasks they need to perform to process an assignment in a case.

You can use a range of low-code tools to personalize forms and organize them to meet your needs. For example, you can decide on the tabs in your case summary pane or the information in the details section. Customizable controls, with which you can enrich forms, offer modern and dynamic interaction to your users. Fields help users populate forms quickly and intuitively. By managing the data sources in controls and fields, you ensure a solid and streamlined experience for all users of your applications.

Adding UI elements in App Studio
The design button helps you edit forms at run time.

Discover more about adjusting default forms in the following articles:

  • Forms and views

    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.

  • Accessing views in your application

    Manage the appearance and behavior of your app by accessing and editing views. Views are reusable clusters of UI components that contain elements such as text fields, checkboxes, radio buttons, or other views. By editing views, you can define what your application looks like, determine the functions of each UI area, and provide useful information to your users.

  • Organizing your view

    Give your view a consistent structure by using design templates. Design templates represent common user interface patterns and specify regions in which you add user interface elements, such as fields, actionable elements, and reusable components.

  • UI components in a view

    Users complete work by interacting with components such as text fields or pickers. In Pega Platform, you can add these elements to your application by configuring out-of-the-box controls or embedding existing fields and views in the UI. This mixed approach helps you build an intuitive, modular UI that is easy to use and convenient to update and maintain.

  • Summary panel views

    The summary panel displays critical information about the case, such as case priority, and provides convenient access to more detailed case information in tabs. Once you populate the views that make up the panel with fields and widgets, the panel is generated automatically.

  • Preview panel

    The preview panel appears on the right side of the application when the user clicks the preview option on a case link on their screen. Because the preview panel is displayed over the current work context, the user can compare information about another case without abandoning tasks in progress, which reduces context switching and clicks.

  • Widgets in the utilities pane

    Widgets in the utilities pane help your users access data and resources that support the workflow at any time in the case life cycle. For example, a banking application can include the Files and documents widget with which users can upload documents to support the mortgage process.

  • Sources of data for your UI

    You can automate the sourcing of content for tables and picker controls by defining sources for the values that populate the tables and controls at run time. For example, in a delivery form, you can configure a radio button control group to display the values from the D_CustomerDeliveryAddresses data page so that the customer can choose the most convenient option for a particular order.

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