Adding a section

Information in a view definition is organized into sections.

About this task

Sections are valid in Creation, Task, Admin, and Report Views.

A section contains fields, layout elements and dynamic elements. When you work on the Design tab:

  • You can add a section. When you add a section, it appears as the last section.
  • You can control the order of sections in a view.
  • You can define whether a section is collapsed or expanded when a user initially opens a view.
  • You can expand and collapse individual sections or all sections using the Expand All and Collapse All toggles.
  • You cannot embed a section in another section.
  • You can add fields directly to sections, in which case they are ordered consecutively down the page in the view.
  • You can add groups, and other layout elements, to sections and then add fields to groups, in which case you can arrange the fields in columns and place them more precisely in the view. For more information, see Adding layout
  • If a Task View is used in a workflow, task view overrides can hide a section and override the Initially Collapsed setting. For more information, see Defining a standard stage.

In an Admin View, sections can either be dynamic, which means the fields are automatically added at run time, or static. Creation and Task Views contain only static sections. An Admin View can contain the following dynamic sections:

  • The Other fields section contains fields that are in the profile but not already in the view. Fields in Other fields are not imported or exported by FastMap. If you want a field to be exported or imported, add the field to a nondynamic section.
  • The Parents section automatically displays grid fields for all enabled parent relationship types.
  • The Children section automatically displays grid fields for all enabled child relationship types.
  • The Parent and child relationships section displays a relationship tree with parents and children.

Procedure

  1. In the View Designer, click the Design tab.
    The palette is displayed.
  2. If the view is an Admin View and you want to add a dynamic section, click New Dynamic Section and select the type of dynamic section you want to add.
    If all of the dynamic sections are already in the view, you can't add a new dynamic section and New Dynamic Section is not displayed.
  3. If you want to add a static section, click New Section.
  4. Enter a Label for the section. Click Edit to enter localized values.

    If it is displayed, click Auto Translate button to populate translated values to languages. For more information, see Translation services.

  5. Set Initially Collapsed to True or False.
  6. Click Done.
  7. Expand the new section and start adding fields and groups.
    1. To add a field directly to the section, drag it into Section Fields.
      • You can drag a field either from the palette or the canvas and drop it into the section.
      • You can change the order of fields in a section.
    2. To add groups, see Arranging fields in columns.
  8. Optional: Drag an Inline Guidance element from the palette to the section. For more information, see Adding inline guidance.
  9. Click Done.
  10. Move the section up or down to change the display order.