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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 in the agent interface but also for the Self-Service Portal (SSP).
SimpleOne has the following out-of-the-box views:
View | Description |
---|---|
SP View Only | the view is used on the SSP in the My Tickets page for displaying information about incidents created by the current user. |
SP | the view is used on the SPP in the My Tasks page to display information about an incident record. This card contains a Read Only Form widget. |
Service Catalog | the view is used on the SSP for submitting an incident from the Main page (the Create Incident card). |
Service Portal Form | >>>используется ли? |
Default | the view is used on the agent interface (the basic view displaying most of the fields). |
Preview | reserved for the record preview form. |
portalApproval | the view is used for displaying approval tickets on the SSP. |
AnnounceView | >>>используется ли? |
Profile | >>> |
SP | >>> |
User | >>> |
Create a new form view
To create a separate view, please complete the steps below:
- On the record form, enter the hamburger menu
and select Configure → Form → Layout.
- In the Form view and section area, click Add new next to the View name field.
- In the modal window appeared, enter the desired view name and click Create.
- Configure the fields to display by moving them from the Available to Selected layout area.
- (Optional) Use the Section option to add more form sections if you need.
- Click Save to apply changes and leave the configure menu.
If you leave the configure menu without clicking the Save button, then the pop-up window will appear. Click OK to save changes or click Cancel to discard them.
Configuring Preview form view
The Preview view name is reserved for the record read-only preview form. Call it by clicking on the record name in a reference field or on the information icon on the list view. This form looks like this:
Role required: admin.
To configure a preview form view, please complete the steps below (you need to have admin privileges to perform this):
- Navigate to a table form you need to add a preview form.
- Add a new form view as described in the Create a new view section and give it the Preview name.
- Fill it with desirable fields and click Save.
- 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.
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:
- Open a record in the table for which you need to configure the portal view.
- In the hamburger menu
, select Configure → Form → Layout.
- In the Form view and section, select the view used by the widget instance.
- 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.
- Click Save to apply changes.
To change the view that a widget instance uses, perform the following steps:
- Open the widget instance (ListItem) displaying the records form you need to configure.
In the Schema Option Values field, enter the view name like this:
"itemView":"Custom View"
See the Widgets Displaying article to learn more.
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:
- Navigate to Incident Management → All Incidents and open any record.
- In the hamburger menu, select Configure → Form → Layout.
- In the Form view and section, select the SP view.
- Configure the layout.
- Click Save to apply changes.
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