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Creating views in Cosmos React

Applicable to Cosmos React applications

Create personalized views for your case types to capture the data that the case requires to resolve your business processes. As a result, you improve the flexibility of your application and accelerate case resolution, because you can define specific fields that collect information for particular cases. By creating a view, you can also lower application development time and costs, because you can reuse views for multiple case types.

For example, you can create a view that captures feedback from a customer after resolving a case, such as a loan request, and then save time by reusing the view for other case types in which you need to collect feedback.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. Create a view:

    Choices Actions
    For a new step
    1. On the Workflow tab, in the Life cycle section, click an assignment or an approval step.

    2. In the Step properties panel, click Configure view.

    3. Optional:

      To change the view template, click Edit, and then click the template that you want to apply to the view.

      Views for steps are always column-based.
    From the views list
    The list includes only the views for new steps that you initially configured in the Workflow tab.
    1. On the User interface tab, in the Views pane on the left side of the screen, click Add.

    2. In the Create a new view dialog box, in the Name field, provide a meaningful name for your view.

    3. In the template list, select the template that you want to use.

  3. Click Submit.

The Create a new view pane, in the User interface tab, lists all available templates, as in the following example.
View templates
View templates are based on columns, lists, or tabs.
However, when you create views for steps in the Workflow tab, the list includes only column-based views.
Add content to the newly created view:
  • If the view uses a column template, add UI elements to the view. For more information, see Configuring column views.
  • If the view uses a table template, configure table settings. For more information, see Configuring lists.
  • If the view uses a tab template, configure tabs and their content. For more information, see Configuring tabs.
  • Configuring column views

    Build a reusable user interface module by defining the form and content of a view. Views are clusters of UI components that you can modify according to your business needs by adding fields, applying templates, or embedding other views.

  • Configuring lists

    Help users access and compare data with lists. Use tables and tile galleries in your applications as a flexible basis for users to process large amounts of information. For example, tables in a price comparison application can help users efficiently identify the best offer.

  • Configuring tabs

    Group fields together in your application by category with a tabbed view template. By using tabs, you can create an intuitive UI that saves screen space and helps users find the information they need with less effort.

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