Working with App Studio forms
Use App Studio to customize the out-of-the-box forms that capture user input in cases, and achieve quick results with minimal effort. When you organize the fields in a form, you can clearly communicate to users what tasks they need to perform to process an assignment in a case.
You can use a range of low-code tools to personalize forms and organize them to meet your needs. For example, you can decide on the tabs in your case summary pane or the information in the details section. Customizable controls, with which you can enrich forms, offer modern and dynamic interaction to your users. Fields help users populate forms quickly and intuitively. By managing the data sources in controls and fields, you ensure a solid and streamlined experience for all users of your applications.
Discover more about adjusting default forms in the following articles:
- Forms and views
Forms and views enable your application to display and collect information, for example, to fulfill requests or process cases. By setting up intuitive forms and views, you help users process their work with less effort.
- Case and workflow views
A view is a reusable configuration of UI elements that you can use to build a modular, consistent, and intuitive work space with less effort.
- Accessing views in your application
Manage the appearance and behavior of your app by accessing and editing views. Views are reusable clusters of UI components that contain elements such as text fields, check boxes, radio buttons, or other views. By editing views, you can define what your application looks like, determine the functions of each UI area, and provide useful information to your users.
- Organizing your form
Give your form a consistent structure by using design templates. Design templates represent common user interface patterns and specify regions in which you add user interface elements, such as fields, actionable elements, and reusable components.
- Adding UI elements to forms
Give your users the tools that they need to complete tasks and efficiently navigate cases. By filling forms with UI components, such as text fields or buttons, you can set up an intuitive workspace for a wide variety of user groups and responsibilities.
- Sources of data for your UI
You can automate the sourcing of content for tables and picker controls by defining sources for the values that populate the tables and controls at run time. For example, in a delivery form, you can configure a radio button control group to display the values from the D_CustomerDeliveryAddresses data page so that the customer can choose the most convenient option for a particular order.
- Adding a multistep form to a stage
Break a single assignment that captures many fields into multiple focused and concise screens by adding a multistep form to a stage. You can add both a sequential process and a parallel process as a multistep form. For example, you can ask users to enter their personal details on one screen, and then describe their medical condition on the next screen.