Create and Edit Form Configuration

What is it? 

To create, edit, and view content in the application, ITONICS offers different layout options. The Form Configuration defines the layout of the create and edit form of an element and is a part of the specific Entity Configuration.

Learn more on:

• Putting attributes into the create/edit form
• How to add a tab to an entity create/edit form?
• How to make a tab confidential in the create/edit form?

How does it work?

Putting attributes into the create/edit form

Go to the Settings Wheel > Entity configuration > Entity configuration. Look for the entity that you want to configure. Click on the Edit button of an entity and go to the Form Configuration tab.

All enabled fields of your entity are displayed in the very right column (1).

Drag and drop the available field to the main section (2) according to your preferences.

When ready, click the Save button. When you click on the create button in your application and select the respective entity, you will find your created layout.

Please Note: After activating the Workflow Configuration Module the tab for the Form Configuration will be separated into Create Form Configuration and Edit Form Configuration. Because you also have enrichments/actions via the workflow in different phases, it is possible that you do not want certain fields to be filled in via the Edit button, but that they should only be editable in the respective phase via the Action button. For this you would simply leave the fields on the right side and not position them in the edit form.

You should now complement the configuration by defining the view form, i.e., how the content is displayed to a user.

How to add a tab to an entity create/edit form?

Click the + Add Tab button.

After clicking, a new popup will appear: 

It contains the following information: 

• Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
• Show Relations?: If you want to display relations under this tab, check this box.

Once you have added all the mandatory information, hit the Save button. The tab will then be created and placed next to other tabs.

You are able to update your information whenever you choose (change the title, uncheck the relation box, and add/remove users) by clicking on the pencil icon next to the tab name. The same popup will then appear. 

Tabs created from the View Configuration will be displayed on the detail page of an Element.

Tabs created from the Form Configuration will be displayed on the create Element page of an Entity.

How to make a tab confidential in the create/edit form?

If you want to restrict access to a tab, you can create a confidential tab.

NOTE: This functionality has to be activated by ITONICS. Please contact your Customer Success Manager for further assistance.

To add a new Confidential Tab, go to the Settings Wheel > Entity Configuration > Entity Configuration. Then click on the Edit (Pencil icon) next to the Entity you want to edit. Select the View Configuration and/or Form Configuration and click the Add Tab button.

By clicking on the plus icon for adding a new tab this popup will appear: 

• Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
• Show Relations?: If you want to have relations displayed under this tab, check this box.
• Access To: You can select other users who will then have access to this tab. 

NOTE:

1. Until release version 3.6.4, the Confidential tab behaved as follows: If no user is added to the Access To field, it means that no one except the Application Owner has access to this tab.

2. As of version 3.6.5, the behavior of the confidential tab has changed: If no user is entered in the Access To field, all users who have the respective Create/Display/Edit permission (depending on whether the tab is in the Create/Edit/View form) can view this tab.