SimpleOne provides a number of predefined views for your basic system which you can customize to your business needs. These views specify what fields will be displayed in agent interface and on the Self-Service Portal (SSP).
These tables depict the out-of-the-box SimpleOne views which you can configure:
| Form views | ||
|---|---|---|
| View | Interface | Description |
| Default | Agent | If no preferences set, a user will use this view in the agent interface. It is the basic view displaying most of the fields. If non-existent view is chosen in Preferences, the Default view will be used. |
| Preview | Agent | The view displays read-only information about a record without transferring to the record. Learn more about the Preview view further in this article. |
| User | Agent | The form view is used in the agent interface for the Employee table. It has the same set of fields like the Default view of User. |
| SP View Only | Portal | The form view is used on the SSP on the My tickets page for displaying information about cards created by the current user. |
| SP | Portal | The form view is used on the SPP in the My tasks page to display information about records: incidents, user queries, requests, change requests and problems. This card contains the Read Only Form widget. |
| Service Catalog | Portal | The form view is used on the SSP for submitting an incident or a user query from the Main page (the Create Ticket card). |
| portalApproval | Portal | The view is used for displaying approval tickets on the SSP. |
| List Views | ||
|---|---|---|
| View | Interface | Description |
| Default | Agent | If no preferences set, a user will use this view in the agent interface. It is the basic view, displaying most of the columns. |
| AnnounceView | Portal | This list view is used by the Announcement list page on the SSP. |
| SP | Portal | This list view is used for lists on the SSP for the My tasks, My approvals, Assets and equipment, My tickets pages. |
Do not delete these system views as it may harm the system.
Adding a view
Sometimes the out-of-the-box views are not displayed (like the Preview) or not added to the table you need.
For example, in case you create a new table for a process which needs approvals. As this table is new, the system does not have information about what fields it should display on the portal, and the ticket looks like this:
See the Configuring approval view section of this article to learn how to customize field set for approval tickets.
To configure the view, 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 window appeared, enter the desired view name and click Create.
- Configure the fields order by moving them from the Available to Selected layout area.
- Click Save to apply changes.
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. It provides brief information about the selected record. 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:
- Open the record of a table you need to add a preview form.
- In the hamburger menu , select Configure → Form → Layout.
- In the Form view and section area, click Add new next to the View name field.
- In the window appeared, enter Preview and click Create.
- Configure the fields order by moving them from the Available to Selected layout area.
- Click Save to apply changes.
Configuring approval view
The portalApproval view is used to display record fields on the portal Approval page. You can configure existing portal forms and rearrange the displayed fields or define a set of fields for a newly created table.
To configure the set of fields, perform the following steps:
- Open the record of a table for which an approval is created.
- In the hamburger menu , select Configure → Form → Layout.
In the Form view and section, select the portalApproval view.
If the table does not have the view but has related approvals, click Add new and name it portalApproval. The system will retrieve this information to display exactly the selected fields.
- Configure the fields order by moving them from the Available to Selected layout area.
- Click Save to apply changes.
Configuring a portal form view
Portals pages use form views defined in agent interface. Depending on the table, the portal widgets use different kinds of views: some retrieve layout information from heapselect elements, and some use widgets.
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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