Form Layout

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 hamburger menu , and the available user interface actions.

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

   The Default section is displayed first.

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

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 unavailable data text is displayed. You can remove the record from the field by clicking  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 unavailable title text is displayed. You can remove the record from the field by clicking   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 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:  Some entries are hidden by security policy.

Configure a form layout

Configuring form layouts allows administrators to change the form views for the various business tasks. Creating separate form views with sets of fields and widgets is useful for different processes or user roles.

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 the hamburger menu and 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 this menu from. If you want to change another form view, select it in this field.
3. Configure your form view by the following actions:
   1. Configure a set of fields in the Default and custom 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, complete the steps below:

1. On the record form, enter the hamburger 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 appeared, enter the desired view name and click Create.
   
4. Configure the fields to display by moving them from the Available box to the Selected box.
5. (optional) Use the Section option to add more form sections by clicking Add new if you need.
6. Click Save to apply the changes.

Configure a form section

Sections are needed to separate the fields in a sensible and visual way.

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

Create a section

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

1. On the record form, enter the hamburger menu and 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 appeared, 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 box to the Selected box.
5. Click Save to apply changes and leave the configure menu.

Your newly created section is displayed on the form.

Split the section fields

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

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

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

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

3. Click Split to add the |-split-| element to the Selected box. Move this element between |-begin-split-| and |-end-split-| to set the place where a column ends.

4. (Optional) Add more |-split-| elements in the area between |-begin-split-| and |-end-split-|, if you want 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 this, put the elements between the 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 the changes.

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

1. Table, Column Type, Title, Column Name.
2. Active, Read Only, Mandatory, Full Text Search, Display by Ref, Unique.

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

1. Read Only, Mandatory;
2. Full Text Search, Display by Ref.

Configure a complex form layout

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

Basic layout structure is the following:

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

Configure the related list area

Related lists appear at the bottom of the 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. Navigate to the Related Lists area.
3. In the hamburger menu , select Configure → Related Lists.
4. Configure sets of related lists by moving the elements between the Available and Selected boxes.
5. Click Save to apply changes. 

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

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