Setting Up View Forms for a Shell

You can set up multiple View forms for a shell from the Properties page. Each View form can support a different set of users and groups.

Note:

The View Forms tab is available only if View forms are designed for the shell type. This tab is not displayed for shells that were designed and deployed before this feature was introduced.

Prerequisite

You have the required permission to perform this task.

Procedure

To set up View forms for a shell:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Company Sponsored Shells, select the required shell type, and then open the required shell instance.
  3. In the left Navigator, select Properties under the opened shell node.

  4. Select the View Forms tab.

    Note:

    The View Forms tab is available for single-shell and multiple-instance shell types only when one or more View forms are defined and deployed for the shell type.
  5. To add a view form, select Add View Form.

  6. In the Select View Forms window, select a View form, and then select Add.

    To add multiple View forms, repeat this step.

  7. (Optional) To organize the View forms, perform any of the following actions:

    • To reorder multiple View forms, select Drag.
    • To delete multiple View forms, select the gear menu "", and then select Delete.
    • To delete a single View form, select Remove.

  8. Add users and groups for each View form.

    1. In the View Form block, select the View form to which you want to add users and groups.

    2. In the Permission Settings block, use the Search bar to add users and groups as viewers for the selected View form.

      Note:

      • Users and groups that are assigned to a View form can view only the General tab of that form.

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

        For example, if a user has access to View forms VF01 and VF02, and VF01 is first in the sequence, then the General tab of the shell details displays VF01.

    3. (Optional) To remove a user or group, select Delete, or select the gear menu "" and then select Delete.
    4. After you finish your changes, select Update.