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.
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In the navigation panel, click Case types, and then click the
name of a case type.
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On the Workflow tab, click Life cycle.
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Click an assignment or an approval step.
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Click Configure view.
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In the Reuse fields panel, click
Views.
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Hover over the Drag handle icon next to a form name, and then
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.
- Optional:
To view or edit the embedded form, click Open.
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Choose an edit mode for the reused form..
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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.
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Read only — All fields on the form are read only, regardless of
the individual field settings.
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Click Save.