Defining properties views

You can define views that provide different layouts for the Properties widget in a case type. For example, you can define different layouts to meet the requirements of different roles or tasks. You can then specify which view of the Properties widget is to be used on a specific page.

To define a view for the Properties widget:

1. On the Views page for the case type, click Add View on the Properties Layout tab.
2. Enter a name and an identifier for the layout and then click OK.
3. To make this view the default layout for the case type, select the view from the Default view list.
   This view is then used for the Properties widget on all pages for this case type unless you select a different layout for the widget on a specific page. If you do not select a default view, a system-generated view is used as the default.

   Tip: To reduce the amount of configuration, select the view that is used most frequently as the default view.
4. Click the Open Properties View Designer icon for the view.
5. Drag one or more containers onto the canvas. Configure the settings for the containers as needed.
   Each container provides a different layout for the properties that it contains. For the layout containers, you can add other containers and properties to a container.

   Note: In the solution designer, not everything in the canvas works in run time as it does during design time. Use the canvas only as a tool for designing your layout, not to test runtime behavior.

   While you drag a container, press the Ctrl key to copy the container instead of moving it. Press the ESC key to cancel a drag operation.

   Tip: To make working with the containers easier, the design view displays extra space around the containers. Click the Hide Extra Padding icon to see an approximation of how the view will look in Case Client.
6. Select the category of properties to display from the drop-down list in the Properties palette. Drag the properties into the appropriate containers.
   Use the Shift and Ctrl keys to select multiple properties. While you drag a property, press the Ctrl key to copy the property instead of moving it. Press the ESC key to cancel a drag operation.

   You can also drag properties from one container to another on the palette.

   The categories of properties include case properties, runtime properties, and, if defined for the solution, task properties. The runtime properties include workflow fields and external properties.

   To add workflow data fields or workgroups to the view, click Run time only > Workflow Field. Alternatively for some containers, you can select Data fields or Workgroups from the Automatically include list to include all the workflow data fields or workgroups that are exposed in a step to the container.

7. With the property selected, configure the settings for that property.

   You must configure a workflow field, workgroup, or external property so that Case Client can discover the data field or workgroup at run time.

   When you add a property to a container, it initially uses the default control for editing the property. For example, a Boolean property is displayed as a check box by default. You can change the type of control that is used for a property. For example, you might change the control so that a Boolean property displays as radio buttons or a drop-down list. You can also select Static text to display the property value in read-only mode and configure the appearance and behavior of some controls.

   Important: You can set a default value for the property in the view. However, this value is applied only on the Add Case page, and only if the property value is null and is not specified by another mechanism such as a JavaScript call or an external data service.
8. Save the view and close the designer.