In SimpleOne, forms display individual system 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. 

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

Use form layouts to create and configure the view of the tables available for the self-service portal users. Use Client Scripts to display these views to end-users on the self-service portals.

Form view displays the elements in the order below:

  • Default section that contains the form fields displayed in the main area
  • Custom sections, each displayed as a tab and containing a separate set of record fields
  • Related lists area
  • URL actions area
  • UI actions of the form types.

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

Role required: admin.

Configure form layout

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. Configure the related lists displayed.
  4. Click Save.

In SimpleOne, 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. To learn more, follow the link.

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 to open the Form layout configure menu.
  2. On 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 heapselect.
  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.

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.

Please note that when a new form view is created it is empty by default. Mandatory fields and fields with a default value will appear on a newly created form. 

Also, please note that the Preview view name is reserved for the record preview form. This form looks like this:

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 below and give it a 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 created a Preview form for the Incidents table and have added some fields like shown on the screenshot above (these are the Caller, State, Subject, Active, Company, Opened at, and Contact type fields). And by clicking on the records related to the Incident table in other forms (for example, Master Incident, Caused by Incidents, and so on), the incident preview form appears.

Configure a form section

Sections are needed for separating 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 menu, 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 URL actions.

The Available heapselect contains all the table fields that can be embedded in the form by adding them to the Selected heapselect. Move elements by drag-and-dropping or using the  and   buttons.

  • To remove or add all the fields, click the  or  buttons.
  • To move several elements in a row, select them with the Shift key pressed and drag-and-drop from the Available heapselect to the Selected one.
  • To move several scattered elements at once, select them with the Ctrl key pressed and drag-and-drop from the Available heapselect to the Selected one.


Create a new section

To create a new 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 to Selected heapselect.
  5. 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.


Your newly created section is displayed on the form.

You can change sections order by drag-and-dropping them in the Section menu or clicking  and  buttons.


Split the section fields

You can configure how fields are placed on the form. By default, fields on the form go from top to bottom in one column. If you need to rearrange them, for example, in two or more columns, then 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 heapselect. Move this element to specify where the split area starts.

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

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

  4. (Optional) Add more the |-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 an embedded heapselect. For this, put the elements between the existing |-begin-split-| and |-end-split-|. These splits create subcolumns within a column. The number of embedded heapselects is unlimited.
  6. 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.


If you omit the |-begin-split-| element, all fields above the |-split-| element will be considered the rightmost column in the heapselect (as if there is a |-begin-split-| element above them).

Please note that the |-begin-split-| element is obligatory for embedded heapselects.


The splitters appear at the bottom of the heapselect.

Drag-and-drop or using the  and  buttons to move these splitter elements.

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

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

Within the second column there is an embedded heapselect with two columns:

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





Configure Related Lists area

Related lists appear on forms and show records in tables that have relationships with the current record. For example, on the change request form, related lists can display approval tasks lists; on the incident 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 on the left side at the bottom of the page.
  3. Select Form Layout → Related Lists.

You can add or remove related lists similar to the fields.

Relationships configuring

In SimpleOne, apart from regular related lists, there are also relationships implemented too. Their difference is, unlike the related list, in relationships, the queries to the related tables are performed by the script.

To learn more about how to configure relationships, please refer to the Scripted Related Lists article.