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Several visual views of the same instance data
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Hi,

When editing a step, under Forms tab, in the Task form group, there is a "Form:" dropdown, to which list you can add another form - which I did.
The second form shoul present the same information as the Default form, but visually groupped some other way.
I found no documentation on how to use this feature, could you please show me where to look?
The actual need is to have different visual appearence for the same data - if not task form, then how can this be achieved?

Thanks,
Mihail

MVP

Hi Mihail,

maybe there are other means, but the only way I know of is to use a "Create a task" action. There is a little information here about how it can be used:

https://docs.webcon.com/docs/2023R3/Studio/Action/TaskAssign/Action_TaskCreation

If you use this, then you don't necessarily need to use the default functionality to assign task to a person.

I hope this helps a little.

Best regards,
Daniel

In reply to: Daniel Krüger (Cosmo Consult)

Hi Mihail,

maybe there are other means, but the only way I know of is to use a "Create a task" action. There is a little information here about how it can be used:

https://docs.webcon.com/docs/2023R3/Studio/Action/TaskAssign/Action_TaskCreation

If you use this, then you don't necessarily need to use the default functionality to assign task to a person.

I hope this helps a little.

Best regards,
Daniel

Thank you for the hint, Daniel.

I looked into it and "Create a task" doesn't work because the Form dropdown contains only "Default form", even if I have defined a 2nd form for this step, and another form type as a subform type of the current main form type. "Create a task" does not "see" any additional forms.
Moreover, once saved, when editing the "Create a task" it shows nothing in the Form dropdown.

Thanks,
Mihail

In reply to: Maksymilian Stachowiak

There is also "Change form type" action, but you can't directly select the form type in that action - users are choosing which form should be presented: https://community.webcon.com/posts/post/the-change-form-type-action/289

Yes, there is that "Change form type", but that creates other instance for the same dataset based on the chosen form type instead of just changing the form appearence. It does change the visual as per new form type, though :). There is some consistent reading and practicing about those global fields and instance numbering...

Thank you!