New View Element Properties

Working with form views

Views are useful if you want to create multiple views for the same form. For example, the person filling out a purchase request only needs to see the fields necessary for making the request, but does not need to see fields specific to the finance department or those who need to approve the request.

By default, a new form has a single view.

Back to Form Elements

Related topic: Element Properties

Property

Description

Name

The (internal) name of the view as seen in (and/or referenced by) the form - and elements in the form.

Label

The name for the view that the form user sees.

Rules

Allows user to add or view any Rules (logic, formulas, etc.) applied to the view.

Run Rules on Form Creation only

True: Only run rules for a view when the form is first created.

False: Rules will be re-run each time the view is opened.

Form Width (px)

Specifies the width of the view in pixels. Setting it to 0 will make the form span to 100% of the available screen.

Setting the default form view

  1. Click the Solution Tab.

  2. In the Solution Tree, click Form, and then click Views.

  3. Right-click the view, and then click Set Default.

  4. The default view will be shown with a check-box to the right of the name.

  5. Re-deploy the solution to make the change take effect.

Tip: You can also set a view to default from Form tab by right clicking on the view name and then selecting ‘Set Default’ .

Adding a view

  1. On the Composer ribbon, click Form.

  2. On the Elements, under Container Elements, click New View.

Moving or deleting a view

To change the order of the view tabs:

  • In the canvas, click and drag the view left or right to change its position.

To delete a view:

  • Right-click the view, and then click Delete.

Renaming a view

  1. In the canvas, click the view you wish to rename.

  2. In the Properties Pane, click the Properties tab.

  3. Next to Name, click and type a new name, or select a name from the drop-down box.

  4. Next to Label, click and type a new label for the view. (This is what you will see displayed in the canvas.)

Copying a view

To quickly make a copy of another view, right-click the view you wish to duplicate, and then click Duplicate View.

Tip: You can also duplicate a view in the Layout tab by right-clicking it and then selecting Duplicate View.

Changing view properties

  1. On the Form page, above the Form canvas, click a View.

  2. In the Properties Pane, click Properties.

  3. Under General Settings, you can change the properties for the view, and set rules that apply only when the view is loaded. See Form View Properties table (below) for a description of each property.

Using Composer's predefined views

When you insert a new form view, a name and label (View_2/View 2, View_3/View 3, etc.) is automatically assigned to it.

There are also 4 pre-defined view names. To use a pre-defined view, do the following:

  1. In the Properties pane, next to Name, click the drop arrow.

  2. Select a view name from the menu.

These pre-defined views are described below:

  • Originator View: This view is displayed to the Originator, prior to starting the process.

  • ReSubmit View: This view is displayed when re-submitting a form. Forms may be re-submitted if they are Canceled by an administrator, or if they end in a Rejected state.

  • Process Status View: This view is displayed for a person who has rights to see the form, but does not have an outstanding assignment or task for the form.

  • Process Completed View: This view displays after a process has finished.

Propagating style changes across views

To Propagating style changes across views, do the following:

  1. Right click the element for which you want to propagating style changes.

  2. Select Propagate Styles. Once the style is a applied, user will get a message that all the views are updated.

When you change style or properties for common labels in a Composer form with multiple views, you will be prompted by a dialog box asking if you want to apply the changes to all views.

You can propagate such changes automatically by setting the Element Property Propagate Changes to All Views to True. This automatically propagates style or property changes to all applicable views without prompting.

You can also right-click a form element to open the right-click menu, and then click Propagate Styles to manually copy the style changes to all applicable views.