Add view rules to workflow
Configure custom view rules to display specific fields, sections, or layouts for authorization packages using a particular workflow configuration. View rules enable workflow-specific user interfaces without modifying the base package form.
Before you begin
Role required: sn_irm_cont_auth.admin
Procedure
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To add a view rule, select New in the View Rules tab.
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In the View Rule New record form, fill in the following fields:
Table 1. View Rule New record form fields Fields Description Name Enter the name for the view rule. Application The default application scope is set. Active Select the Active option to enable the view rule. Execution Order - Enter a number to define the view rule priority.
- Lower numbers have higher priority (evaluated first). For example, enter 10 for high priority, 50 for medium, 100 for low.
- By default the value is 100.
Experience Restricted Select Experience Restricted option to restrict the view rule to CAM workspace. Table The table this view rule applies to. The default value is Authorization Package [sn_irm_cont_auth_auth_pack]. Advanced Select Advance option to enable advanced configuration. Enable Turn on ECMAScript 2021 (ES12) mode to use JavaScript syntaxes and features for validation.
Note:If you select advanced option, then you can’t use the Conditions to define the view rule.View Select the search icon to select the view to which the view rule should apply. Conditions To add conditions that control when the view rule applies and to a specific role. Form Settings To configure the form display options. - Hide details & UI actions: Select to hide the form header actions
- Hide Journal Input Fields: Select to hide activity stream input
- Hide section navigation: Select to hide the navigation panel
- Disable section collapsing: Select to avoid users from collapsing sections
Form Tabs To configure which form tabs display.