Views

A view presents forms in a pre-defined layout. Whether forms are shown as a set of cards or as rows in a grid, or a single form is opened to be edited or printed, the view engine makes it possible. In general, each screen in the app is a view.

User defined views

Users can create list views and customize print views using the view builder.

  • List view
    It displays a list of forms either as a set of cards or as a grid. It also provides options to filter forms, sort them or browse through them using paging options. See more on list views.

  • Customized print view
    It visually represents how a form looks like when printed. It is a simplified version of a form where form data is displayed as labels instead of input form controls. See more on print views.

System views

Smartflow maintains a few system views by default. The builder also creates system views specific to a form when a user saves the form in builder. These system views are maintained internally and cannot be modified by users.

Editable view

An editable view is a representation of how a form is rendered when opened in edit mode. It is automatically created for each data form when a user saves the form in the builder.

If a user opens a form to edit it, it is the editable view of the form that is rendered on screen. Thus, it is through the editable view that users fill in data in forms.

The editable view is always in sync with the form’s design in the builder. When a user modifies a form and saves the modifications in the builder, the editable form is immediately updated to reflect the changes.

As a system view, the editable views are neither visible nor editable by users.

A print view is a visual representation of how a form looks like when printed. A print of a form is an Adobe Acrobat PDF^®^ format file generated with the content of the form and in the layout that is identical to the editable view.

A print view is automatically created for each data form when a user saves the form in the builder. This standard print view is linked to the form by default and used when a user prints the form. Like the editable view, the standard print view is always in sync with the form’s design in the builder.

Unlike the editable view, the standard print view of a form can be modified by the user in the builder.

Card view

A card view is used in list views to display data from one form. A list view is a collection of cards where each card holds the data of a distinct form.

A card comprises of a header, a body and a footer. It shows details of the form like the name of form, the user who last modified the form, the timestamp when the form was last modified and data from the form fields that are made visible in list views.

A card view is automatically created for each data form when a user saves the form in the builder. Like the editable view, the card view is always in sync with the form’s design in the builder. If a user flags a new field to be shown in the list or removes a flagged field in a form, the changes are reflected in the card view immediately after the form is saved in the builder.

As a system view, the card views are neither visible nor editable by users.

Default forms view

The default forms view is a system list view that shows all forms in a domain. This list view is displayed as a set of cards. Cards shown in this view are the default cards created by the system for each data form.

All data forms in a domain are considered in the view by default. New forms added in the domain get automatically added to this view. Similarly, modifications made in “show in list” property of fields in existing forms are automatically reflected.

As a system view, the default forms view is not editable by users. It is hidden by default and can be made visible by Smartflow support team upon request.