CSM 10.2.2 Documentation

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Presenting Different Views to Users

Forms can be created to present different views on a Business Object's data to users.

A Business Object View is an entity that contains an instance of a Business Object for which a form can be used to expose data from it in different ways. These forms can be used to expose the data to a user in ways that are more secure and more personal via a Role.

You can create multiple forms for a Business Object View. A typical example is:
  • Create an Incident form for an internal help desk and create a different Incident form, with a different view, for an external help desk. For example, create an Incident form for the OOTB Portal View so customers can access a simpler Incident form and grid. This form might display only required fields, and field labels may be changed so that they make sense to a customer.

After a Business Object View is created, you can select it and then create Forms for the view.

Tip: When creating a form for a Business Object View consider the CSM application where the Business Object in the view is exposed. Forms created for a Business Object View used in the CSM Portal should be simpler and less complex than forms created for a Business Object View used in the CSM Desktop Client.

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