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Views are different forms of the same table.

SimpleOne supports multiple views which are useful not only for dealing with different sets of fields on the agent interface but also for different platform sections such as the agent interface itself and the Self-Service Portal (SSP). Let us demonstrate this functionality on the incident example.

Incidents have SimpleOne has the following views:

Create a new form view 

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create a new form view create a new form view

To create a separate view, please complete the steps below:

1. On the record form, enter the hamburger menu and select Configure → Form → Layout.
2. In the Form view and section area, click Add new next to the View name field.
3. In the modal window appeared, enter the desired view name and click Create.
   
4. Configure the fields to display by moving them from the Available to Selected layout area.
5. (Optional) Use the Section option to add more form sections if you need.
6. Click Save to apply changes and leave the configure menu.

Configuring Preview form view

Please note that the The Preview view name is reserved for the record read-only preview form displaying in reference fields and info thingy. Call it by clicking on the record name in a reference field or on the information icon Image Added on the list view. This form looks like this:

Image RemovedImage Added Image Added

To configure a preview form view, please complete the steps below (you need to have admin privileges to perform this):

1. Navigate to a table form you need to add a preview form.
2. Add a new form view as described in the Create a new view section and give it the Preview name.
3. Fill it with desirable fields and click Save.
4. After that, when clicking on a record in a referenced field related to this table, you will see a preview form containing brief information about the referenced record in the read-only mode.

Example

You have created a Preview form for the Timezone table and added some fields like shown in the screenshot above (these are the Title, Name, UTC Offset, Active, and Updated at fields). And by clicking on the field referenced to the Timezone table on other forms (for example, User, Employee, Schedule, and so on), the timezone record Preview form appears.

Configuring a portal form view

Adding view for a portal page

To create a new view for a portal page element (of a record in a particular table), set up a widget instance and enter the name of the created view as this:

Configuring a portal form view

Portals pages use form views defined in agent interface.

To configure the set of fields of a form to be displayed on portal, perform the following steps:

1. Open a record in the table for which you need to configure the portal view.
2. In the hamburger menu Image Added, select Configure → Form → Layout.
3. In the Form view and section, select the view used by the widget instance.
4. Depending on the widget, there are two ways to configure the layout:

   • move elements for the Service Catalog and Service Portal views. 

   • edit the Read Only Form widget properties for the SP and SP View Only views.
5. Click Save to apply changes.

To change the view that a widget instance uses, perform the following steps:

1. Open the widget instance (ListItem) displaying the records form you need to configure.

2. In the Schema Option Values field, enter the view name like this: 

   Code Block
   theme Confluence
   "itemView":"Custom View"

Creating view for a user

ПРЕИМУЩЕСТВА:

Виден ли другим юзерам? Ставится по дефолту или нужно выбирать? Как соотносится с преференсами?

To create a new view, please complete the steps below:

1. Navigate to System Definition → Form Views.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

View form fields

Field

Mandatory

Description

Client-side scripts on views

See the Widgets Displaying article to learn more.

Image Added

For example, the portal uses the SP view to display records from My Tasks page, and the SP View Only view for My Tickets page. To change the set of fields for incident records of My Tasks page, we will perform the following steps:

1. Navigate to Incident Management → All Incidents and open any record.
2. In the hamburger menu, select Configure → Form → Layout.
3. In the Form view and section, select the SP view.
4. Configure the layout.
5. Click Save to apply changes.