On the record form, you can place some widgets that display information on the record in a read-only format. The Read Only Form widget displays the basic information, whereas the View Task Readonly Form can also display REM attributes of the record.
When configuring a record form page, ensure that the widget is placed on the relevant form view in the layout configurations of the record form, and it is similar to the form view specified in the widget instance settings. In this article, we describe the default form view settings for the tasks and tickets, but you can also change them according to your needs.
Task form
The Read Only Form widget
Any portal form of a task contains the Read Only Form widget that displays information about the selected record on the portal page. All the fields of this widget are read-only.
Find more information about placing a widget to the portal in the Add Widget to a Form article.
Special features:
- it is possible to locate only one Read Only Form widget instance on a form.
- in the option object fieldNames use only square brackets [] for the fields, because the system does not support dot-waking in the Schema option values field.
Set the widget fields
To select and place the form fields on the portal widget, do the following:
1. Open one of the records of the target table.
2. In the hamburger menu 
, go to Configure → Form → Layout.
3. In the drop-down list View name, select SP.
4. Drag Read Only Form from the Available to the Selected box.
5. On the right, you will see a window Widget Instance. In the Schema option values field, add all the field names that you need to place on the widget. The following set on the fields: {"fieldNames":["number","caller","service","assignment_group","assigned_user","priority","subject","state"]} is displayed on the portal the following way:
Ticket form
The ticket forms contain four widgets: Activity Feed, SLA widget, Attachments, and View Task Readonly Form.
View Task Readonly Form Widget
The View Task Readonly Form widget is available on the portal of the platform and provides information about the task.
The information in the widget is divided into two sections: general and additional. The General information section contains the values of the record fields. The Additional information section contains the values of the REM attributes of the record. All widget fields are read-only.
Find more information about how to place a widget to the portal in the Add Widget to a Form article.
Special features: it is possible to locate only one View Task Readonly Form widget instance on a form.
Set the widget fields
The widget consists of two sections:
General information contains the form fields that are selected for the SP View Only form view, see the screenshot 2.
To display the widget on another form view, open the record of the widget instance, and change the value of the
DEFAULT_SP_VIEWvariable in the Server script field.- Additional information displays the REM attributes of the record. You can find the attributes in the related model record. You can set them and their order in the Record extended model (REM) → Collections. Some record forms on the agent interface may contain a Model Attributes tab, see the screenshot 3. If there is no record extended model set for this record, this section of the widget is hidden.
Find more information in the Record Extended Model article.
1. The widget on the portal
| 2. Field and form view selection
|
3. The model attributes that appear in Additional information
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