Applies to:
- Winshuttle Foundation
Working with form Winshuttle Composer form views
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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.
Video: Winshuttle Composer Basics - Views
Watch the followingWinshuttle Composer training video to learn how to create targeted form views for task specific assignments and make view-specific changes, such as setting a group of fields to Read Only. (Note: Video is best viewed full screen.)
Setting the default form view
Back to top- Click the Solution Tab.
- In the Solution Tree, click Form, and then click Views.
- Right-click the view, and then click Set Default.
- The default view will be shown with a check-box to the right of the name
- Re-deploy the solution to make the change take effect.
Adding a view
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Moving or deleting a view
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To change the order of the view tabs:
To delete a view:
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You can click and drag a view to move it left or right. |
Renaming a view
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Copying a view
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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. |
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Changing view properties
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To change the properties for a view:
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Using Composer's predefined views
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When you insert a new form view, Composer automatically assigns it a name and label (View_2/View 2, View_3/View 3, etc.). There are also 4 pre-defined view names. To use a pre-defined view, do the following:
These pre-defined views are described below: |
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- 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. Forms are re-submitted using the Form Library or Workflow web part.
- 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
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.