Navigating the Form View Config Interface

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When you open Form View Config in Admin Tools, you are presented with a list of all available Form View Configurations in the system.

Form View Config List

The list displays the following information for each configuration:

• Title – The name of the Form View Config

• Description – A short description of its purpose

• View Count – The number of views contained within the configuration

Clicking the name of a Form View Config opens that configuration.

Inside a Form View Config

When a Form View Config is opened, you will see:

View List

• A list of views displayed on the left-hand side.

• Views can be reordered using drag-and-drop.

• The Clone button at the top allows you to duplicate the currently selected view. Click here to read about how to clone a view.

• An Add button is available to create new views; click here for information on adding new views.

View Configuration

• Clicking a view opens its configuration.

• Each view is configured using multiple tabs, which control:

  • Details: displays the configuration fields

  • Workflow Settings: displays workflow toggles and fields for managing workflow views.

  • View options: displays toggles to manage how the forms appear in the user interface.

  • Permissions: this is where you can manage who can access form views and how they interact with them.