Setting Up View Forms in Shell Attributes

The shell details page (Details) displays the View Forms tab. To access the shell details page:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Company Sponsored Shells, select the [shell type], and open the [shell instance].
In the upper-right corner, click My Dashboard (three dots), and then select Details.

The View Forms tab is available in all shell types (single shell or multiple instance shell) details page, when there are View forms defined and deployed for that shell type.

The View Forms tab is not available:

If the design does not have a View form.
For shell designs deployed prior to this upgrade.

In the View Forms tab, click the add option (plus icon) to add the View forms (from a list of forms displayed in the Select View Forms window) that are associated with the shell. You, the administrator, can select multiple View forms to add. After adding the View forms, you can remove or change the forms sequence. You can use the gear menu (  ) to remove multiple View forms.

After you add the View forms and click Add, the system opens the User and Group Picker window which displays all active users or groups that are associated with the Shell. Multiple users and groups can be added to the viewers list.

Click Done when finished. The Details page will split in two and the right side displays the Permissions Settings block along with the Add Viewers field.

If you assign users and groups to a View form, the assigned users and groups can only see the General tab of the form.

If the users or groups have permission to view multiple View forms, they will see the View forms based on the sequence listed in the Details window, under the Form Name block.

Click Done when finished.

If a user or group has access to multiple View forms, the user or group will see the first View form that they have access to, based on the sequence of the View forms listed.

For example, if user 'U1' has access to both View Forms VF01 and VF02 both, when U1 views the General tab of the shell details, the VF01 is displayed if the VF01 is the first View form in the sequence order of forms displayed.

Last Published Wednesday, July 2, 2025