Reusing a form

After you build a form, you can embed it in other forms. Reusing a form reduces development time and maintains a consistent layout for a set of fields.

For example, you can prompt users to review their employment history by embedding the Work History form in the Confirmation form.

1. In the Explorer panel, click Cases, and then click the case type that you want to open.

2. On the Workflow tab, click Life cycle.

3. Click an assignment or an approval step.

4. Click Configure view.

5. In the Reuse fields panel, click Views to display a list of available forms.

   The green Check mark icon indicates that a form is embedded on your current form.

6. Hover over the Drag handle icon next to a form name and drag it from the Reuse fields panel to your form.

   A row with field type set to View is displayed. The fields within the reused form are not displayed.

7. Optional: To view or edit the embedded form, click Open.

8. Optional: To disable editing of the reused form, change the option to Read only.

   Options include:

   • Auto — Maintains the display mode (read only, required, optional) set for each field on the form. Users can modify a field that is not set to read only. This is the default setting.

   • Read only — All fields on the form are read only, regardless of the individual field settings.

9. Click Submit.

At run time, the fields that are defined in the reused form are displayed.

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