Change Form View for custom Workspace via UI Builder

[Luuk Vonk]

I have build with the UI Builder my own Workspace and now I want to add Cases, with a custom form view. I can't figure out how to change the default form view.

On the old workspaces this could be done with the Workspace View Rules but that is not working any more.

[Kenneth Jones]

Below is what you need to do to have the custom form view work in the workspace. Also, included is the link to the SN doc on ‘Control when the system displays a view’

1. Create a custom form view (developer created a custom form view for the ‘Sys_user’ table)
2. Create a ‘View Rule’ record. Make sure you are in ‘Global’ scope if your custom form view is on a table outside of your scope application.

   Note: Scripting your condition will give you more control over when the ‘custom form view’ will display for certain users.

 

3. Create a UX Form View Rule record. Give the record a name, select your table (developer used the ‘sys_user’ table), then select your created ‘view rule’ for the ‘View’ field value. Then ‘Save’ the record. Once saved, the ‘UX View Rule Configurations’ related list will show.

 

4. Create a ‘New’ UX View Rules Configuration record. Give it a ‘Name’ and then ‘Save’ the record. Once saved, the ‘Workspace View Rules’ related list will display.

 

5. Click the ‘Edit’ button and search for your ‘View Rule’ and then select and move it into the slush bucket to the right and click ‘Save’.

6. Test your UX View Rule by impersonating someone that does not have the ‘Role’ needed to see the ‘Custom Form View’ via the workspace. Click on a list view and the record page should display/not display the custom form view based on your scripted view rule condition.