Customizing quick view forms for Web App

Introduced in 2022.2

Users can quickly view associated objects without opening them and getting away from the current object record. To show such a preview, select View from the three dot menu in the corresponding field, and the view form flies out. This article describes how to customize what users see in these quick view forms, also known as "preview flyouts."

A quick view form contains object fields, which could be physical or virtual:

• Physical fields represent object properties and are directly related to data fields in the database, such as Ticket's Status, Submit Date, or Summary.

• Virtual fields are temporary fields for displaying dynamic content (macros and field values of other objects). For example, the preview form for Approval Requests may display the Summary of the object the request applies to.

When a quick view form has many fields, they may be grouped into sections to make it easier to read. Each section would have a caption and individual text, if needed. The visibility of each section can be controlled by a condition, a logical operation based on object field values and system macros. When the form is opened, Alloy Navigator Express checks the section condition, and displays the section only when the condition is true.

Alloy Navigator Express comes with the default quick view forms for all object classes. You can customize these forms: add new fields, re-organize fields into sections, change the display order, remove unneeded fields, etc.

TIP: You may want to export your current form definition for backup purposes before making any changes. For details, see Exporting configuration settings.

To customize a quick view form:

1. In thedesktop Settings App, go to the definition of the quick view form for the desired object class: General > View Forms (Web App) > [Object Class].

   Alliteratively, you can access the preview form definition under Customization > [Module] > [Object Class] > View Form(Web App).

2. Specify the preview form contents: fields, sections, and text.

   • New: Click and select the element to add to the Form:

   • Field: Brings up the Form Field window, where you can configure a new field.

   • Section: Brings up the Section window, where you can configure a new section.

   • Text: Brings up the Text window, where you can add static or linked text to be displayed on the form.

   • Edit: Opens the Form Field window, Section window, or Text window, where you can modify the selected field, section caption, or text.

   • Delete: Deletes the selected field, section separator, or text.

     NOTE: When you delete or move a section, you move or delete only the separator but not the fields it holds.

   • Move Up / Move Down: Moves the selected field, section separator, or text up or down on the preview form.

3. Click Save on the Standard toolbar

Related Information:

Customizing Preview Pane content