Definition

EndDefinition

Each form:

• Is built using a parent query specific to the menu option.
• Has a title and an overview found in the top banner.
• Is linked to a main form presentation made up of two parts:
  • The Details tab containing the main information on the record.
  • A set of tabs and sub-tabs called areas containing additional information in grids (tables) or forms.
• Is designed by placing different types of objects, e.g. text, tree or list fields, action buttons or hyperlinks, and data separators. Each of these objects has properties for defining its layout and behavior in the interface, e.g. field name, size, or associated actions.
• Is linked to a set of wizards used to perform predefined tasks.
   

Forms can also:

• Contain deep links defined locally in a given field to access directly to third-party collaboration tools such as EV Reach, Teams, Slack, etc.
• Be linked to Service Apps apps. The information displayed by the app is specific to the current record.  See The contextual apps.
• Have variants that adapt to the context. These variants are displayed instead of the main form presentation when certain conditions defined using filters are met:
  • Display a conditional form presentation to hide certain fields or tabs, or to authorize access to specific profiles.
  • Declare a redirection to another form using a hyperlink or action button.

Examples

1. Configure the Equipment form.

• The main form presentation displays equipment-related information.
• A conditional form presentation defined for Phone equipment displays different information in two tabs.
  • Details tab: Apply a filter, Type of equipment = Phone, with an SQL query to hide the Network Identifier and Last Automatic Inventory Date fields that are not relevant for phones.
  • Installed Software tab: Displayed if the current record meets the condition called Type of equipment<> Phone.

2. The main form presentation or conditional form presentation is displayed based on the selected Equipment form, i.e. depending whether the filter conditions are met.

•  Phone equipment: The conditional form presentation is displayed. Users do not see the Network Identifier and Last Automatic Inventory Date fields or the Installed Software tab.
• Other types of equipment: The main form presentation is displayed. Users see the Network Identifier and Last Automatic Inventory Date fields as well as the Installed Software tab.

Notes

• Forms are created by EasyVista. You cannot create new ones.
• You can modify a form as long as you are authorized to edit display presentations.  See User Profiles > Edit rights and display rights.
  • Modifications autorized on a form: Modify the visual layout by adding, modifying or deleting objects, associate wizards, create conditional form presentations, declare redirections, select the tabs to be displayed, modify the name of the tab and the order in which tabs and sub-tabs are displayed.
  • Access rights to forms are defined by profile. You can also define them by selecting Administration > Access Management > User Profiles in the menu.

• Parent queries of each form are defined by EasyVista.
• You can add fields manually to a form's parent query, as long as you are authorized to edit display presentations.  See User Profiles > Edit rights and display rights.
  • Fields are displayed with their alias (or logical name).
  • If the alias is not specified, the physical field name will appear.

    example  

    • Alias: Phone, Physical Name: PHONE_NUMBER
    • Alias: Serial Number, Physical Name: AM_ASSET.SERIAL_NUMBER

Structure of a form

• Top banner of the form:
  • By default, the title of the form is the name of the first field in the Details tab.
  • By default, the form overview displays the first six fields in the form. You can switch to edit mode to customize this. You should define the Overview section.  See the procedure.
  • In the forms of process elements such as incidents, requests or problems, the life cycle is displayed.
• The Details tab is always displayed first. You cannot modify its name.
• By default, each new conditional form presentation is an identical copy of the form presentation in edit mode.
• You can declare a redirection to another form only for the Details tab.
• Icons objects can be used for defining action buttons, except for the following objects which are configured to appear as hyperlinks: Attachments, Known Errors, Questionnaire and Search.
• All wizards shipped by EasyVista can be associated with a form. Users can see only visible wizards which their profile authorizes them to access.
• You must first configure deep links locally in a given field in a form by selecting Administration > Deep Linking Tools > Settings - Deep Linking in the menu. The Automatic display of the Deep Linking icon option must not be checked for the link.  See the procedure.

Caution

• Adding conditional form presentations to a form has a significant effect on the display time because each condition is evaluated every time the form is displayed. To ensure the shortest loading and display time:
  • Restrict the number of conditional form presentations to 10 or less for a given form.
  • Arrange conditional form presentations in the order of their display frequency, from most to least frequently displayed.
  • Number tests in the order of their use frequency. By default, tests are run alphabetically based on the name of the conditional form presentation.
  • Respect the rules above for the most frequently used forms, namely the Action form which is a tool used daily and constantly by Service Desk technicians.

• If you move a row, all of the objects in it will be moved.
• The subscription identifier is the first field of the overview form or, failing that, the first field of the form. If you change one of the information, you must update the subscription to ensure that the identifier change is taken into account.  See the procedure.
           

Best Practice

• Check the top of the screen to see which form presentation you are modifying. The physical name of the current form is followed by the words (Form presentation) or (Conditional form presentation).
           example   DialogHD_IncidentsCatalog (Form presentation)

• To modify the presentation of a specific tab, display it before switching to edit mode.
• To create a conditional form presentation, first select the tab/sub-tab with which it should be associated.
• Beware of positions that appear to be vacant but in reality are not. This is due to fields that occupy two columns (tree). To check this, you should preview the form.
• Place the line data separator in rows with only one position because the line will occupy the entire row. On the other hand, you can place the space data separator next to a field.
• Narrow down the list of fields available to display only the fields that are useful in designing the form. You can add them again at any time by clicking Add Field.

Characteristics specific to versions 2016 and earliers

The form editor in versions 2016 and earlier is different:

• Configuration of the Quick Call

Screens description

Form presentations

Form presentation of the Details tab

Access:  in the top banner of the form > Edit Form > Select Another Area and click the name of the first tab. Note: The Details tab is always displayed first in the form.
         
 

Edit mode	Interface Service Manager

(1) Form name (Note: Non-modifiable): Physical name of the form, followed by the words (Form presentation).

(2) Area representing the tab in which the objects to be displayed are placed.

Object properties:
         

• : Move handle belonging to the field. Click and drag it to the form presentation.
  • When you move an object, a green border will appear in the spots where you can place the object.
  • The move handle found at the start of the row is used to move the entire row. All of the objects in the row will be moved.
• : Used to delete the form presentation field. It will automatically appear in the list of available fields found at the bottom of the form.
• : Used to open the Properties Inspector specific to the type of object.  See the list of objects.
• Field name, specified in the Properties Inspector.
• [ Text ], [ Tree ], etc.: Type of field. Note: If the tab presents information in a grid, the type of field is not displayed.

(3) List of all available objects that are not displayed in the tab. Note: Field objects are fields from the parent query associated with the form and other manually added fields. If the tab presents information in a grid, only Field objects are available.

• Select the move handle  of an object to move it to the area representing the tab (2).
• The color of the object's border indicates its type:
  • Green for fields, with the name of the field or its physical name if the alias is not specified.
             example   Manager / AM_MANAGER.LAST_NAME
  • Blue for action buttons or hyperlinks, containing the word Icons.
  • Blue for data separators, containing  ______ for lines or the word Spaces.
  • Blue for links to XML or Excel reports, containing the words Print Reports.
     

Organize Related Elements: Used to select the list of tabs/sub-tabs displayed in a form.

• Click and drag the elements you want to or from the Tab Sheet Visible and Tab Sheet Hidden panes using the move handle .
• You can also click  to enter the name in different languages.

• : Used to save your changes.
• : Used to return to the standard configuration defined by EasyVista.

Select Another Area: Used to display the list of all tabs and sub-tabs in the form. 

• Click one of the elements to edit its presentation.
• The first tab is always the Details tab.
           
   

Create / Select a Form Presentation: Used to create a conditional form presentation for the current tab/sub-tab or to select an existing one. In the Details tab, also used to declare a redirection to another form or to select an existing form presentation.

• In both cases, a filter must be defined. If the filter conditions are met when the tab/sub-tab is displayed, then it will automatically be replaced by the conditional form presentation or redirection.
   

List of Displayed Wizards (Note: Only for the Details tab): Used to select the list of wizards displayed in the form (box is checked). Note: All wizards shipped with the Service Manager setup are available.
 

Change Displayed Labels: Used to switch between the name of the fields and their physical name. Note: Fields added manually to the parent query appear with their alias. If the alias is not specified, then the physical name will appear.
         example   Manager / AM_MANAGER.LAST_NAME
 

Add View: Used to add an SQL query containing a join with one of the parent query tables.

Add Table: Used to add a table not belonging to the parent query.

Add Field: Used to add a field belonging to one of the parent query tables or belonging to a manually added SQL table or view.

Delete a Field: Used to narrow down the list of fields and display only the fields that are useful in designing the form. Note: To display a field again, click Add Field.

Tabs/sub-tabs presentations and Conditional form presentations

Access:  in the top banner of the form > Edit Form then:

• For a tab/sub-tab: Select Another Area and click the object you want.
• For a conditional form presentation: Select the tab/sub-tab you want and click Create / Select a Form Presentation. Next, select the form presentation you want.
   

Edit mode	Service Manager Interface

(1) Form name (Note: Non-modifiable): Physical name of the form, followed by the words (Form presentation) for a tab/sub-tab, or by the words (Conditional form presentation) for a conditional form presentation and its physical name.

Filter related to the Form Presentation: Conditions that must be met before the tab/sub-tab or conditional form presentation can appear. 

• Click  to define the filter conditions.
• The conditions are stored in an SQL query when the form presentation is saved and are evaluated when the form presentation is displayed.

By default, new Profiles: Used to define access to the form presentation by profile for all profiles created after the form presentation was modified.

• Can access this Form Presentation: If the conditions defined in the filter are met, then users who are assigned the new profile can access the new form presentation.
• Cannot access this Form Presentation: Even if the conditions defined in the filter are met, users who are assigned the new profile can only access the previous form presentation. 

Manage the List of existing User Profiles: Used to define access to the form presentation by profile only for profiles created before the form presentation was modified. Click .

• Visible pane: Profiles with access to the form presentation if filter conditions are met.
• Invisible pane: Profiles with no access to the form presentation even if filter conditions are met.
• Use the , ,  and  icons to move profiles from one pane to the other.
   

Name: Name of the tab/sub-tab or conditional form presentation.

(2) Area representing the tab/sub-tab or conditional form presentation in which the objects to be displayed are placed.

Properties of the tab/sub-tab:
         

• : Used to open the Properties Inspector for GRID objects and configure action icons in the tab/sub-tab.  See the description.
• To help users identify active actions in the tab/sub-tab, the associated icons will be displayed.
   

Properties of the tab/sub-tab	Properties Inspector for GRID objects	Service Manager Interface

Object properties.   See the Details tab.
          

(3) List of available objects that are not displayed in the tab/sub-tab or conditional form presentation. Note: Field objects are fields from the parent query associated with the form and other manually added fields. If the tab presents information in a grid, only Field objects are available.  See the Details tab.

Redirection

Access:  in the top banner of the form > Edit Form > Select Another Area and click the name of the first tab (Details tab). Next, click Create / Select a Form Presentation and select the redirection you want.
 

Edit mode

(1) Form name (Note: Non-modifiable): Physical name of the form, followed by the words (Conditional form presentation) and the physical name of the redirection form.

Name of Related Form: Physical name of the form that must replace the main form presentation if the filter conditions are met.

Other fields:   See Tabs/sub-tabs and main/conditional form presentations.

Specific case: Quick Call

The quick call is divided into several sections but the configuration principle remains identical to the other forms.

• The Main section area includes the Details tab as well as User Informations and Description related elements (1).
• The other related elements (2) are accessible via the other areas as in the other forms.

Access:  in the top banner of the form > Edit Form > Select Another Area
         

Properties Inspector for each type of object

Access: In a form, click  next to an object. The fields to be specified depend on the type of object.
         

FIELD object

Table (Note: Non-modifiable): Physical name of the table where the field belongs.

Field (Note: Non-modifiable): Physical field name.

Alias: Name identifying the field in the interface. Click  to enter the name in different languages.

Read Only: Used to indicate if the field is accessible in read-only mode (True) or modifiable (False). Note: Select True if the field comes from a related table. This option depends on each form. A given field may be modifiable in one form and non-modifiable in another.

Required (Note: Not available for Tree fields): Used to indicate if the field is mandatory (True) or optional (False). Note: This option depends on each form. A given field may be mandatory in one form and optional in another.

Size: Size of the data entry field in the interface based on the type of field:

• 1: standard field size, non-modifiable ==> BOOLEAN, COMBO VALUES, COMBO VALUES (Translated), DATE, and DATEANDTIME fields
• 2: used to increase the field size ==> TREE and TEXT AREA fields
• Other values: user-defined size in pixels ==> COMBO, CURRENCY, EDIT and INTEGER fields Note: For EDIT fields, the size can be completed by specifying the Maximum Length of String property.

Type: Type of field that affects the data entry field layout, size and type, e.g. drop-down list, tree or free text field. Note: The type of field in the data model can be different.

Click to see the authorized types of field

Note: Click to define the properties.

Value	Description		Example in the interface		Notes
TREE	Tree field, can be accessed by clicking in the interface, e.g. location, department, type or category. Properties: Root: Click Edit to select the level of the tree view you want to display when users click . Save Root by default: Used to indicate if the Root property value is saved in the tree field (True) or not (False). If the value selected is True and users select None, the Root value will be stored in the database. If the value selected is False and users select None, no value will be stored in the database. example Root= North America/USA; True ==> Click in the Location field: The tree will display the North America/USA level. Select None: the current value of the field will be replaced by the Root value = North America/USA.		Location Europe/France/Paris
BOOLEAN	Field with two possible values (e.g. True, False), followed by a box to be selected in the interface.		Storage location
COMBO	Drop-down list containing reference table values, can be accessed by clicking in the interface. Properties: Field Key: Key in the main table of the form, used to retrieve the selected element. Look Up SQL (Note: Only if the Look Up Key property is not specified): Query used to display the list.		Type of warranty Onsite
COMBO VALUES	Drop-down list containing predefined values, can be accessed by clicking in the interface. Click to add a new row and enter the value. Click to delete one of the values.		Color		The list is identical regardless of the interface language. To specify names in different languages, use COMBO VALUES (Translated). Do not specify the first row of the list. This enables users to select a null value to empty the field and cancel data entry.
COMBO VALUES (Translated)	Identical to COMBO VALUES, with the possibility of entering names in different languages for predefined values. In the first row of the value, enter the name in your choice of language. In the second row, enter the name in other languages using .		Color
DATE	Field for entering the date using a calendar, can be accessed by clicking in the interface.		Installation date 09/07/2009
DATEANDTIME	Field for entering the date and time.
CURRENCY	Field for entering a numeric value with two decimal places. If users enter an integer in the interface, two decimal places will automatically be added to the record.		Purchase price 1490.99
LIST	Drop-down list containing reference table values, can be accessed by clicking in the interface. Properties: Properties (Query): Name of the object (list) opened using . Click Edit to select it. Parent Key: Parent key of the main table in the list. Relation Key: Key of the related table used for displaying the list. Generally = main table key.		Main user Adam, Carol
INTEGER	Field for entering an integer.		Duration of the period (months) 12
MEMO	Identical to TEXT, of unlimited size, can be accessed by clicking in the interface. You then enter text in a secondary window opened by clicking . Note: When the Size property of the field is specified, the default height of the field is the one defined in Other Parameters.
TEXT	Free text field of limited size. Note: Only for fields whose contents do not refer to a related table.		Available Field 1 …my text… .		Use the MEMO field if you do not want to restrict the size of the field.
TEXT AREA	Identical to MEMO, with the possibility of entering HTML code for formatting text, can be accessed by clicking in the interface.		Comment Note in bold

Properties specific to the type of field

Action icons

Click to see the list of authorized actions.

Note: Select True to make the action available in the interface and define its properties by clicking . Otherwise, select False.

Icon	Description		Example in the interface
Dialog	Open the related form. Note: When the value of the Popup icon is equal to True, the form can be modified (depending on the rights of the logged-in user). Otherwise it is available in read-only mode. Properties: Properties Dialog: Name of the related form. Click Edit to select it. Parent Key: Key used to retrieve the value that initializes the related form.		Equipment form > Department field > --> Open the Department form in edit mode.
Email	Used to open the messaging system. Properties: E-mail Field: Field used to preload the recipient's email address when opening the messaging system.		Employee form > Manager field > --> Open the messaging system to send an email to the manager. The recipient's email address is automatically loaded using the manager's email address.
Popup	Used to open a secondary window displaying information specific to the field in consult mode. Properties: Properties Dialog: Name of the open form. Click Edit to select it. Parent Key: Key used to retrieve the value that initializes the related form.		Equipment form > Model field > --> Open a secondary window displaying additional information on the model.
URL	Used to call an object, e.g. map, workflow or URL. Properties: HTTP Address: Type of link to open (e.g. URL, Via Michelin website, attachment, etc.). URL Field (Note: Except for Via Michelin): URL of the object opened using . Address 1: For Link links. Address 2, City, Zip Code, Country: Additional information for searching addresses on the Via Michelin website. The properties displayed depend on the type of link selected.		Equipment field Location field > --> Open the Via Michelin website with the URL of the location hosting the equipment. Network Identifier field > --> Connect automatically to the specified Network machine. Type field > --> Open the UNSPSC website to search for the type associated with the equipment.

Deep Linking

EndFieldsDeepLinking

FIELD object in a grid

Table (Note: Non-modifiable): Physical name of the table where the field belongs.

Field (Note: Non-modifiable): Physical field name.

Alias: Name of the field in the interface. Click  to enter the name in different languages.

Currency (Note: Only for numeric fields): Used to indicate if the number should be displayed as a currency (True) or not (False). If the value selected is True, two decimal places will be added to the number.

Time zone (Note: Only for date fields): Used to indicate if the date/time stored in the database should take into consideration the time zone of the logged-in user (True) or not (False). If the value selected is True, the database date/time will be converted to the local date/time.

User Key: Key used to retrieve the time zone to be used instead of the time zone of the logged-in user.

Alignment: Used to indicate how the value is aligned in the column, e.g. left align, center or right align. The Automatic value lets the browser manage alignment automatically. 

Full Path (Note: Only for Tree fields such as location, department, type or category): Used to indicate if the full path should be displayed (True) or only the last level (False).
        example   Location field

Show Hint: Information displayed in infotips when the mouse rolls over the field.  

SPACES object

Alias: User-defined name in the interface, not linked to any field. Note: If no name is specified, a blank field is displayed.

ICONS object

Alias: Name of the action button or hyperlink in the interface. Click  to enter the name in different languages.

• You should only enter the name. The shortcut should be entered in the Keyboard Shortcut property.
• The Attachments, Known Errors, Questionnaire and Search actions are configured to appear as hyperlinks. All other actions are displayed as buttons.
           example   Action form > Transfer; Action form > Known Errors [Alt+K]

Parent Key: Key used to retrieve the value to be passed to the related form.

Wizard Properties: Wizard opened using an action button or hyperlink. Click Edit to select it.

• The Attachments, Known Errors, Questionnaire and Search actions are configured to appear as hyperlinks. All other actions are displayed as buttons.

Display Trend: If the wizard is not implemented in Service Manager, this is used to indicate if the number of elements linked to the action button or hyperlink should be displayed (True) or not (False). Note: If the number of elements is not available, then N/A appears.
         example   Attachments (3)

Keyboard Shortcut: Keyboard shortcut associated with the action button or hyperlink, for performing the action without using the mouse.

• You should only enter the letter you want. The Alt + sequence will automatically be added by the interface.
           example   Keyboard shortcut K  ==>  Known Errors [Alt+K]

Button Width (Note: Only for action buttons): Width of the action button in the interface.

Popup Link: Used to specify the file opened with an action button or hyperlink.

• The file must be in the <easyvistapath> folder which is your EasyVista folder on the Apache server.
• Special cases:
  • Search: fts.php
  • Known Errors: knownPB.php
  • Attachments: upload_f_doc_details.php

PRINT REPORTS objects

Alias: Name of the action button for printing reports in the interface. Click  to enter the name in different languages.

• If no name is specified, a blank field is displayed.

Parent Key: Parent key of the report's main table.

Report: List of reports linked to the parent key table (reports provided by EasyVista and Report Designer reports).

File Type: Report output format, e.g. PDF or XML.

Keyboard Shortcut: Keyboard shortcut associated with the action button, for performing the action without using the mouse.

• You should only enter the letter you want. The Alt + sequence will automatically be added by the interface.
           example   Keyboard shortcut L ==> Equipment in Stock [Alt+L]

Button Width: Width of the action button in the interface.

Popup Link: (not used)

GRID objects in tabs/sub-tabs

Edit mode		Interface Service Manager
		The different actions that can be performed in a tab/sub-tab are grouped. They can be accessed by clicking the icons found in the header of the grid or of each row.

Click to see the list of authorized actions.

Note: Select True to make the action available in the interface and define its properties by clicking . Otherwise, select False.

Button	Description		Example in the interface
Add	Used to add a new record to the grid. Properties (depending on the add action type): Type: Used to indicate how the add action will be performed, i.e. in a new row at the bottom of the grid, in a form that replaces the grid, or via a wizard that opens a secondary window. Properties (Query/Form/Wizard): Type of object opened. Click Edit to select it. Table (Query/Form): Name of the table in which you want to add data. Parent Key (Query/Form): Key associated with the selected object. Relation Key: Key of the form.		Action form > Consumable tab > --> Open a wizard for creating a new consumable destocking operation.
Delete	Used to delete a record associated with a table or view directly in the grid. Properties (specify one of the following): Table Name: Name of the table containing the record to be deleted. Display Name: Name of the view containing the record to be deleted.
Delete (Wizard)	Identical to the Delete Button property, but using a wizard that guides users through the steps. Properties: Wizard Properties: Name of the delete wizard. Click Edit to select it. Parent Key: Key used to retrieve the record to be deleted = key of the form. Parent Key 2: Key used to retrieve the record to be deleted = relation key.
Un-assign	Identical to the Delete Button property, but by removing the link between the two elements. Properties: Field Name: Name of the field to be purged (null value).		Equipment form > Location tab > --> Delete the link between the location and its equipment.
Edit (Wizard)	Used to open a secondary window (via a wizard) displaying the form of the record selected in the grid. It can be modified depending on the rights of the logged-in user. Properties: Wizard Properties: Name of the wizard opened in the secondary window. Click Edit to select it. Parent Key: Key used to retrieve the record to be edited. Note: This is not the key of the form.		SLA form > Overridden SLA tab > --> Open the selected record in a secondary window.
Popup	Used to open a secondary window displaying contextual information on the record selected in the grid. Properties: Properties Dialog: Name of the form opened in the secondary window. Click Edit to select it. Parent Key: Key used to initialize the form.		Action form > History tab > --> Open a secondary window displaying additional information on the action.
Edit (Form)	Used to open the form of the record selected in the grid. It can be modified depending on the rights of the logged-in user. Properties: Properties Dialog: Name of the open form. Click Edit to select it. Parent Key: Key used to initialize the form = key of the grid row. Parent Key 2 (Note: Only if it is a relation table): Key used to initialize the form = key of the current form.		Equipment form > Licenses tab > --> Open the License form to modify it.

Procedures

How to modify the form presentation

Step 1: Open the form in edit mode.

1. Open the form you want.

2. Click  in the top banner and select Edit Form.
The main form presentation will appear.
         
 

Step 2 (optional): Add the required fields to the parent query manually.

Note: Your profile must be authorized to edit the display for the menu associated with the form.

1. Click Add View to add fields belonging to an SQL view.

2. Click Add Table to add fields belonging to a related table.

3. Click Add Field and Delete a Field to select the fields you want.
 

Step 3: Define the main presentation of the Details tab.

1. Select and place the objects in the tab.

Insert an object in the tab

• Click the move handle  of the object you want from the list of available objects at the bottom of the screen.
• Drag it to the area representing the tab at the top of the screen.
  A green border will appear in the spots where you can place the object.

Insert an object in a new row

• Click the move handle  of the object you want from the list of available objects at the bottom of the screen.
• Drag it below the last row at the bottom of the screen.
• Click  at the start of the row.
• Drag it to the spot you want.

Move an object in the tab

• Click  in the object's border.
• Drag it to the spot you want in the area representing the tab.

Move a row in the tab

• Click  at the start of the row.
• Drag it to the spot you want.

2. Click  in the border of each object to define its properties.

3. Click Save.
 

Step 4: Select wizards.

1. Click List of displayed Wizards.

2. Select the wizards that users must be able to access.

3. Click OK.
 

Step 5: Define the main form presentation of related elements.

1. Click Select another Area.

2. Click the name of the related element.

3. Place objects in the same way as in the Details tab.

4. Click  to define the properties of the related element in the first row.

5. Define the properties of objects in the related element by clicking  in the object's border.

6. Click Save.

7. Repeat the procedure for each related element.
 

Step 6 (optional): Define the conditional form presentation of related elements.

1. Click Select another Area.

2. Click the name of the related element.

3. Click Create / Select a Form Presentation and select New conditional Form Presentation.

4. Click  next to Filter related to the Form Presentation to define the filter conditions.

5. Click  next to Manage the List of existing User Profiles and specify the profiles authorized to access the new conditional form presentation.

6. Place objects in the same way as in the Details tab.

7. Define the properties of objects using .

8. Click Save.
 

Step 7 (optional): Define redirections in the Details tab.

1. Click Select another Area.

2. Click the name of the first tab in the Details tab.

3. Click New Redirection to another Form.

4. Enter the name of the related form.

5. Specify the conditions of the filter, profiles, and object properties.
 

Step 8: Check that the form is correctly configured.

1. Click Save and Close.
You will return to the form interface.

2. Check the visual aspect of the different form presentations.

3. Check that redirections work correctly.

How to define the Simplified quick call conditional form presentation

      See the procedure

How to modify the display of the form overview

1. Open the form you want.

2. Click  in the top banner and select Edit Form.

The main form presentation will appear.

3. Complete the Overview section.

• Query: Select the parent query from the list of queries linked to the same table as the form.
• Report: Select the specific view that will display the overview of the form. You should use the List view or create a new view prior to this.

4. Click Save and Close.

The first fields in the selected view will automatically appear. The number of fields displayed depends on the width of the screen.
         

How to manage and configure related elements

Step 1: Select the tab you want to configure.

Via edit mode in the form

1. Click  in the top banner and select Edit Form.

2. Click Select another Area.

3. Click the name of the related element.
The main tab presentation will appear.

Via edit mode in the tab

1. Click  in the toolbar of the related element.
The main tab presentation will appear.
 

Step 2: Define the default display mode of the tab, i.e. card or grid.

1. Click  in the tab toolbar.
         
The Properties Inspector of the tab will open.
         

2. Select the default display mode in the Display Mode property.  See the description.

• Card
• Grid

3. Click Apply Changes.

4. Select and configure the default display mode for the other related elements.

• Click Select another Area.
• Click the name of the related element.
• Repeat points 1 to 3 of the procedure.
    

Step 3: Configure the visibility and default order of related elements.

1. Click Organize Related Elements.

2. Define the related elements that should be displayed or hidden.

• Click and drag the related elements that should be displayed to the top pane (1).
• Click and drag the related elements that should be hidden to the bottom pane (2).
        

3. Define the order of the visible related elements by clicking and dragging them to the position you want within the top pane (1).
 

Step 4: Check that the form is correctly configured.

1. Click Save.
You will return to the main form presentation.

2. Click Save and Close.
You will return to the form interface.

3. Check that the list of related elements is correctly displayed.

How to link a contextual app to a form

  See:

• The Procedure.
• A use case: Retrieve information from a Self Help knowledge base based on the title of a ticket via a contextual app.

How to create a deep link locally in a form

      See the procedure.