Episode VIII: Explore the View
Now that you’ve learned how to build and customize a form, you need to select the view that is associated with that form. The view definition allows you to select which information in a form is to be displayed to users when the form is submitted and enters a workflow. To learn this aspect of Novell Teaming, you will be working with the form you customized in Episode VII: Finalizing the Form.
So far, you have been focusing on building a form, adding different features to it, and customizing its layout to meet your needs. In this article you apply all of the same skills to create and customize the view. Because the view is only seen after a form has been submitted, it is often useful to give it a different layout than the form it represents.
This is the form you have designed. It has a layout specific to your needs.
This is the view associated with the form shown above. As you can see, it currently shows only the title and a few other tidbits!
This article teaches you how to customize the view so that it includes all relevant information. Customizing a form’s view doesn’t require any new skills, so this episode is relatively quick and painless. After opening the specific entry definition that you want to modify, you see this familiar tree:
You are already familiar with the upper portion of this tree. This is where you have been adding and customizing the elements of your form. Throughout this episode, you focus on modifying the second portion of the tree, labeled Entry View Definition.
Surprise! You already know how to do this. The methods you need to modify the view are exactly the same as the methods you used to create your forms. The only difference is that Teaming provides you with a list of the elements you have previously created for your form, so you can simply select and add the ones you need, instead of re-creating them.
You can see that specific elements are available to be added to the view (Phone Number, Type of Employment, etc.) instead of just the generic form elements that are normally available.
Go ahead and customize your view. Add any elements that should be seen by a reviewer after the form has entered the workflow. For instance, if a reviewer will only be in contact with an applicant by e-mail, it might not be necessary to include the address and phone elements entered into the form. This information is still available if necessary, but only the e-mail address shows up automatically. Take a look at the new view as we have designed it:
We have included contact information as well as some job-specific information.
You can add any other elements that you desire, and customize the layout as you please, but our work is done. You know what to do from here.
Now that you have learned to build and configure forms and workflows,
your Teaming training is almost complete. . Make sure you don’t miss Episode IX, where you will learn how to bring your forms and workflows together in a configured folder and run an actual review process. See you next time!