SimpleOne supports multiple views which are useful not only for dealing with different sets of fields on the agent interface but also for different platform sections such as the agent interface itself and the Self-Service Portal (SSP). Let us demonstrate this functionality on the incident example.
Incidents have the following views:
- 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
- Default – the view is used on the agent interface (the basic view displaying most of the fields).
+ чтобы изменить вью на портале, сделайте то же самое что и
+ чтобы добавить вью на портале на определенной странице надо
+ как задать дефолтный вью для определенных юзеров
+ как добавить вью к новой сущности (название вью то же, сущность другая, eg crm deal)
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 to open the Form layout configure menu.
- On 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.
Please note that when a new form view is created, it is empty by default.
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):
- Navigate to a table form you need to add a preview form.
- Add a new form view as described below and give it a 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.
Role required: admin.
Example
You have created a Preview form for the Timezone table and added some fields like shown in the screenshot above (these are the Title, Name, UTC Offset, Active, and Updated at fields). And by clicking on the field referenced to the Timezone table on other forms (for example, User, Employee, Schedule, and so on), the timezone record Preview form appears.
