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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 provides a number of predefined views for your basic system which you can customize to your business needs. These views specify what fields will be displayed in agent interface and on the Self-Service Portal (SSP). Let us demonstrate this functionality on the incident example.

Incidents have the following views:

These tables depict the out-of-the-box SimpleOne views which you can configure:

Adding a view

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create a new form view create a new form view

Sometimes the out-of-the-box views are not displayed (like the Preview) or not added to the table you need.

For example, in case you create a new table for a process which needs approvals. As this table is new, the system does not have information about what fields it should display on the portal, and the ticket looks like this:

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See the Configuring approval view section of this article to learn how to customize field set for approval tickets.

To configure the view,

+ чтобы изменить вью на портале, сделайте то же самое что и

+ чтобы добавить вью на портале на определенной странице надо

+ как задать дефолтный вью для определенных юзеров

+ как добавить вью к новой сущности (название вью то же, сущность другая, eg crm deal)

Create a new form view

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

1. On the record form,  enter enter the hamburger menu Image Added and select Configure → Form → Layout to open the Form layout configure menu.
2. On the 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.
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4. Configure the fields to display order by moving them from the 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.

Please note that when a new form view is created, it is empty by default.

Configuring preview form view

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preview view section preview view section

Also, please note that the The Preview view name is reserved for the record read-only preview form. It provides brief information about the selected record. 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 Removed

Image 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 Open the record of a table form you need to add a preview form.
2. In the hamburger menu Image Added, select Configure → Form → Layout.
3. Add a new form view as described below and give it a Preview name.
4. Fill it with desirable fields and click Save.
5. 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.

1. In the Form view and section area, click Add new next to the View name field.
2. In the window appeared, enter Preview and click Create.
3. Configure the fields order by moving them from the Available to Selected layout area.
4. Click Save to apply changes.

Configuring approval view 

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portalApproval view portalApproval view

The portalApproval view is used to display record fields on the portal Approval page. You can configure existing portal forms and rearrange the displayed fields or define a set of fields for a newly created table.

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To configure the set of fields, perform the following steps:

1. Open the record of a table for which an approval is created.
2. In the hamburger menu Image Added, select Configure → Form → Layout.

3. In the Form view and section, select the portalApproval view. 

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   If the table does not have the view but has related approvals, click Add new and name it portalApproval. The system will retrieve this information to display exactly the selected fields.

   
   

4. Configure the fields order by moving them from the Available to Selected layout area.
5. Click Save to apply changes.

Configuring a portal form view

Portals pages use form views defined in agent interface. Depending on the table, the portal widgets use different kinds of views: some retrieve layout information from heapselect elements, and some use widgets.

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: 

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   theme Confluence
   "itemView":"Custom View"

   
   

See the Widgets Displaying article to learn more.

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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.

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