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In SimpleOne, forms display

table records along with the information stored as column values. Form fields of various types are intended to display this data on forms and allow users to interact with it.

Record form

A record form consists of the following parts:

1. Header area – contains the name of the table, the burger menu Image Added, the available user interface actions, and the presence indicator.

2. Main area – contains the record title and the record fields. 
   

   Info
   The Default section is displayed first.

   
   

3. Related Links area – contains user interface actions in the form of links.
4. Related Lists area – contains the lists of records from tables connected with the current one.

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Access to records

If you do not have access rights to view some records, reference fields will display the following badges:

• If a field refers to a record unavailable to you, a gray badge with the Image Addedunavailable data text is displayed. You can remove the record from the field by clicking Image Added to the right of the badge, but you cannot navigate to its form.
• If an ACL rule restricts access to the Display Name of a record, then a blue badge with the Image Addedunavailable title text is displayed. You can remove the record from the field by clicking Image Added  to the right of the badge and navigate to its form via the pop-up window.
• If the referenced record is deleted, the field will display a gray badge with the record not found text. You can remove the record from the field by clicking Image Added to the right of the badge.
  

If a deleted column is selected in the field, the Column not found placeholder is displayed. Under the field, the following hint is displayed: Selected record is not found, choose another one.

When you do not have access to some records in the Related Lists area, the following message is displayed: Image Added Some entries are hidden by security policy.

Configure the presence indication

The presence indicator appears when other users interact with the same form as the current user. It displays the number of users currently interacting with the record. If only the current user interacts with the record, the presence indicator is hidden.

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To enable the presence indicator for a table, select the Indicate presence checkbox when creating or configuring it and add the IndicatePresence widget to the form layout.

When clicked, the indicator shows the dropdown list of users that currently interact with the record.

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By default, the profile picture, name and an optional line, containing the user's job title, are displayed in the dropdown list. To change the information displayed in the optional line or hide it, edit the simple.presence_indication.additional_info_column_name system property.

Configure a form layout

Configuring form layouts allows administrators to You can change the form views for the various business tasks. Creating separate by configuring form layouts. Separate form views with sets of fields and and widgets is are useful for users with different processes or user rolesroles who process various tasks.

Form view displays the elements in the order below:

widgets 

Every SimpleOne system table has a Default form view that administrators can configure using the form layout features.

To change a form layout, follow the steps below:

1. On the record form,  enter in the hamburger menu and select burger menuImage Added, select Configure → Form → Layout to open the Form layout configure menu.
2. In the Form view and section area, the View name displays the view you entered opened this menu from. If you want need to change another form view, select it in this field.
3. Configure your form view by with the following actions:
   1. Configure a set of fields in the Default and custom sectionsin sections.
   2. Add new form sections.
   3. Split sections into vertical columns.
4. Click Save.

You can create separate form views with sets of fields for different processes or user roles. The system stores all the list and form views created along with their layout elements as table records. See Form Elements to learn more.

Create a

form view

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

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

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

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Configure a form section

Sections are needed for separating the fields in a sensible and visual wayWith sections, you can logically and visually separate the fields on the form.

The Default section section displays the table fields grouped on the main area of the form (in the Section menu, this option is always on top of the sections list). Custom sections display a set of fields in on separate tabs in at the bottom of the form above the the Related Lists.

Create a

section

To create a new section and fill it with fields, follow the steps below:

1. On the record form,  enter in the hamburger menu and select burger menuImage Added, select Configure → Form → Layout to open the Form layout configure menu.
2. On the Form view and section area, click Add new next to the Section field.
3. In the modal window appearedthat appears, enter the desired section name and click Create.
   
4. With the created section selected, configure the fields to display by moving them from the Available to Selected layout areaAvailable box to the Selected box.
5. Click Save to apply changes and leave the configure menu.

1. configuration menu.

Split

section fields

You can configure how fields and widgets are placed on the form

. See the Add Widget to Form article to learn

how to add widgets.

. By default, they go from top to bottom in one column. Begin split and End split are not necessary for a form layout organized in one column. If you need to rearrange them in two or more columns, you can use splitters for thissplits. 

To split the fields into columns, follow the steps below:

1. Click Begin split to add the |-begin-split-| element to the Selected layout area box. Move this element to specify where the split area starts.

2. Click End split to add the |-end-split-| element to the Selected layout area box. Move this element to specify where the split area ends.

3. Click Split to add the|-split-| element to the Selected layout area box. Move this element between |-begin-split-| and |-end-split-| to set the place where a column endsthe fields are splitted.

4. (Optional) Add more|-split-| elements in the area between |-begin-split-| and |-end-split-|, if you want need to rearrange form fields in more than two columns.
5. (Optional) Add more sets of |-begin-split-|, |-split-| and |-end-split-| elements within the existing ones to create a nested splitting. For thisTo do so, put the elements between the existing existing |-begin-split-| and |-end-split-|. These splits create subcolumns within a column. The number of nested splittings is unlimited.
6. Click Save to apply changes and leave the configure menu.

1. the

1. changes

1. .

In the example below, the form is divided into two columns:

1. Table, Column Typetype, Title, Column Name.name
2. Active, Read Onlyonly, Mandatory, Full Text Searchtext search, Display by Refref, Unique.

Within the second column there is an nested splitting with two columns:

1. Read Onlyonly, Mandatory;
2. Full Text Searchtext search, Display by Ref.ref

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Configure a complex form layout

In the following example, we examine a case of creating a complex form layout is created. Dashed lines in the screenshots below represent the |-split-| element.

Basic layout structure is the following:

tip

Section
Column Column |-begin_split-| Phone Link |-split-| Date Price |-end_split-|
It is easier to grasp the idea if you imagine every separate block of columns as boxes which sides are the |-begin_split-| and the |-end_split-| elements. So, basically you put boxes inside other boxes.

You can create unlimited number of columns or divide columns within other columns as in the picture below. A complex form layout is broken divided into component parts. You can use this scheme to create your own complex layout.

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title Scheme explanation
The form consists of four field groups: Blue, Red, Green, and Purple. The Blue group divides the form layout into 2 general columns. This is the basis of the form layout. The left column is partially divided into 2 columns by the Green group. The right one is divided into 2 columns by the Red group. The left column of the Red group is partially divided into 2 columns by the Purple group. To recreate this form, perform the following steps: Blue group: Define edges of the fields group using the|-begin_split-|and |-end_split-| elements. Put the |-split-| element between fields. Green group: Define edges so that the |-end_split-| element goes before the|-split-|element of the Blue group. Put the |-split-| element between fields. Red group: Define edges so that the |-begin_split-| element goes after the |-split-| element of the Blue group. Put the |-split-| element between fields.

Purple group: Define edges so that the|-begin_split-| element goes after the |-begin_split-| element of the Red group and the |-end_split-| goes before the |-split-| element of the Red group. Put the |-split-| element between fields.

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Panel |-begin_split-| Field 1 |-begin_split-| Field 2 Field 3 Field 4 |-split-| Field 5 Field 6 Field 7 |-end_split-| |-split-| |-begin_split-| |-begin_split-| Field 8 |-split-| Field 9 Field 10 |-end_split-| Field 11 Field 12 |-split-| Field 13 Field 14 Field 15 Field 16 |-end_split-| |-end_split-|

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Configure

the related list area

Related lists Lists appear at the bottom of the forms forms and show records in tables that have relationships with the current record. For example, on the change User form, related lists can display approval User Role  lists; on the Task form, they can display SLA indicators with the relevant values, and so on, depending on the business needs.

To configure related lists, complete the steps below:

1. Open the form you need to reconfigure.
2. Enter the hamburger menu Image Removed on the left side at the bottom of the page.
3. Select Form Layout → Related Lists.

You can add or remove related lists the same way as the fields.

Relationships configuring

In SimpleOne, apart from regular related lists, there are also scripted relationships implemented too. Unlike the related lists, scripted relationships use scripts to query to the related tables.

User Role lists. See the Related Lists article to learn how to add them to the layot.

Form view of a VCS record

The VCS record form aggregates all the elements of the form related to it: UI form element (sys_ui_form_element), Form section (sys_ui_form_section), Related list (sys_ui_related_list), and Related list element (sys_ui_related_list_element). They are stored in the JSON (Copy) field. 

See a scheme content of a VCS record below:

A JSON (copy) field stores the data about all the related elements in the following way:

 "title": "Default",
    "policy": "Changed",
    "sys_id": 155964310500000007,
    "user_id": null,
    "table_id": 155931135900000083,
    "aggregate":
    {
        "sys_ui_form_element":
        {
            "156863988112688893":
            {
                "sys_id": 156863988112688893,
                "position": 7,
                "column_id": 155931135900001081,
                "formatter": null,
                "_TABLE_NAME_": "sys_ui_form_element",
                "sys_created_at": "2019-09-30 00:00:00",
                "sys_created_by": 155931135900000001,
                "sys_updated_at": "2022-11-10 12:59:02",
                "sys_updated_by": 155931135900000001,
                "form_section_id": 155964310500000007,
                "displayable_path": null,
                "widget_instance_id": null,
                "form_split_element_type": null
				}
   "sys_ui_related_list":
        {
            "156931267516865423":
            {
                "title": "Default",
                "sys_id": 156931267516865423,
                "form_id": 155964310500000007,
                "user_id": null,
                "table_id": 155931135900000083,
                "_TABLE_NAME_": "sys_ui_related_list",
                "sys_created_at": "2019-09-30 00:00:00",
                "sys_created_by": 155931135900000001,
                "sys_updated_at": "2020-04-27 14:50:56",
                "sys_updated_by": null
            }
        }