Adding and configuring fields on views

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Click a URL launcher field.
3. In the properties panel, set Display Type to Button or Link.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Click the field that you want to display as a progress bar.
3. In the properties panel, set Display Type to Progress.
4. Click Done.

About this task

Classifier fields that make taxonomy suggestions are valid in Creation Views and Task Views.

The UI supports making taxonomy suggestions and object association suggestions. For information about object association suggestions, see Adding a classifier field that makes object association suggestions.

When a user accesses a Creation View or Task View with a classifier field, an IBM Watson® Insights button appears in place of the classifier field. The button name changes to the classifier field label. Click the button and an IBM Watson Insights panel displays the results.

The classifier field and the classifier input field must both be in the view. The classifier target fields can optionally be included in the view. It is not necessary to configure the Watson statement on the classifier input field (Adding a description improves IBM Watson Suggestions), the IBM Watson Insights button, or the IBM Watson Insights panel. These elements display automatically for classifier fields.

The classifier field label is used as both the button label and the title of the IBM Watson Insights panel. Otherwise, they cannot be customized.

You can add multiple classifier fields to a view.

You cannot add classifier fields that make taxonomy suggestions to Grid Views. However, you can add classifier target fields to Grid Views.

In this example, the text in the Description is used as input to a natural language processing service that makes taxonomy suggestions. The loss event categorization field is configured to be a classifier field.

On the JSON tab, no properties are needed for taxonomy classifier fields.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Drag the classifier input field either from the palette or the canvas and add it to a section or group.
3. Drag the classifier field either from the palette or the canvas and add it to a section or group. It is this field that is replaced with an IBM Watson Insights button.

   Although it might make sense to place the two fields near each other, they can be in different groups or sections.

4. Click Done.

About this task

Business entity selector fields can be added to Grid Views, Creation Views, and Tasks Views.

Business entity selector fields can be added as key fields in user guidance.

In GRC Workflow, business entity selector fields can be used in task view override fields. They can also be used in conditions and validations. The options are Empty or Not empty.

The following example shows how a business entity selector field is rendered in a Creation View.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. On the canvas, drag a field that is defined as a business entity selector field to the canvas. The field attribute panel opens.
3. Set Read Only to true or false.
4. Set Required to true or false.
5. Add rules (optional). For more information, see Configuring rules.
6. Click Done.
7. Publish the view.

You can configure how text fields are displayed. The fields can display all the text or show some of the text with the more or less option available to show the rest.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Click a text area or rich text field.
   For example, you can click Description in the General section.
   The panel where you configure the text field is displayed.
3. Choose one of the following options for Display:
   • Select All text visible to show all the text in the field.
   • Select Expandable with more/less to make the field expandable.
   The following image is an example of the text display settings for the Description field:

   

You can add a machine learning model to generate AI insights for the user, which is displayed as a View AI insights button in a view. The button can be added anywhere in the view and is customizable.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Drag a View AI insights button element from the palette to a section.
3. Enter a value for Label. This label is what the user sees in their view.
4. Select an AI model from the Select AI model integration drop-down list.
5. If the AI model that you selected is a View definition input type, then select a view that is sent to the model from the Select a view to send to the model drop-down list.
   You can open the view that you selected.
6. Click Done.

You can configure user and group fields to specify a Starting Group that is based on the context of its object rather than the user's profile.

1. In the View Designer, click the Design tab.
   The palette is displayed.
2. Click a user or group field, for example, if you added a field like Owner or Assignees.
3. Click Edit and select an option to choose the Starting Group Field:
   • None
   • A field in the current object
   • A field in a related object - If there are multiple related objects that meet the criteria, the one that is related through the primary parent hierarchy is used.
   • A field in a Preference object - If there are multiple Preference objects associated to the object, the first Preference object is used.

   The list of fields in the drop-down only contain fields that can have a group value, not only a user value. If there are no such fields, the drop-down is empty.

   If the Starting Group field contains more than one group, all the names from the groups are used.

4. Click Done.