how can i define which form view to use when the ritm or sctask from the workflow ?

[chercm]

how can i define which form view to use when the ritm or sctask from the workflow ? 

i have define some extra icons on the form view. 

[Aniket Chavan · Accepted solution]

Hello @chercm ,

To set up the desired views, follow these steps:

1. Create the two views you want.
2. Navigate to System UI > View Rules.
3. Create a new view rule, selecting the relevant table.
4. Use the condition builder to define triggers based on variables or fields.
5. Refer to the image below for a visual guide.

Here's an example: I set up a view rule for the catalog task table using a variable choice and a field. In the view field, I specified my view name. You can customize your rules similarly.

Let me know your views on this or still have any queries and Mark ✅Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.

Regards,

Aniket

[Aniket Chavan]

Hello @chercm ,

As per my knowledge I don't think it's possible to set the view directly from the Workflow or flow. But it's better you can use the view rules and configure the conditions as per your business requirements .

Let me know your views on this and Mark ✅Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.

Regards,

Aniket

[chercm]

@Aniket Chavan can i check how can i do that ?

[Community Alums]

I assume you have reason to ask for that, so I'll just try to help you achieve it.

You can create new hidden field on task table (or create it on RITM and SCTASK tables). Lets say we name it "show_view". Then in your flow you can fill this field with either ritm or sctask. This way you can easily use the view rule functionality.
Anyways - I suspect your question is more like - depending on the user looking at the RITM, we should show either the RITM (for the requester maybe) or the SCTASK if one of the specific fullfillers is trying to view it. 

Is that so? If yes, better to create dedicated modules per persona - much easier way to handle it.
If you want to click on a link and depending on the persona (fullfiller, requestor, manager, admin) to open different record - this would be much more complex using UI script possibly or client ones, doing manipulation of the URI and forcing the needed view (note that RITM and SCTASK and 2 different tables)