Created a new scope app - created a default form and an additional form view

[Jeff Wentworth]

Created a new form View after creating the initial Default form w/in the new scoped application.

When I click on the Context Menu (i.e., hamburger icon) the View option is not present.

What is restricting the View option from the Context Menu from new custom form w/in the scoped app?

I've resourced:

1. SN Community
2. SN YouTube
3. SN Docs

Let me know if I've missed any resources, thanks in advance.

[Benjamin A]

Hi @Jeff Wentworth,

Use the application navigator to navigate to System UI > Views and sort by Created. Do you see your view that you created?

What method were you using to build the new View? (Form Builder, Form Designer, or Form Layout)

Thanks,

Ben

[Carlos Camacho]

In custom apps it's possible to create views for different personas. 

People from HR can have a HR view (specific fields from table A) while people from Finance can have a Finance view. 

In short you create two different roles. Assign role A to HR User Group, then assign role B to Finance User Group. 

Inside your custom app you'll want to create a view rule to say: 
- If the logged in user is from HR (has the role A), show the HR view. 
- If the logged in user is from Finance (has the role B), show the Finance view. 

While creating your View Rule script, it will look like this:

if (gs.hasRole('roleA')) {
   answer = "your_hr_view_name";
}

[Benjamin A]

@Jeff Wentworth this is likely what is making it so you don't see the view option. A view rule that matches already exists for the particular table you are viewing which restricts you from using the view option in the context menu.

As I said in my earlier post you can check if the view exists by using the application navigator to navigate to System UI > Views and sort by Created.

If the view exists check View Rules for any rules that may already exist on the table. You may need to alter that rule or create a new rule to load your new view when applicable.