The Views & Forms Configurator is the section of the platform where you can configure the forms previously created for each individual section. The configured forms will be automatically proposed.

1. Go to Settings > Views & Forms Configurator
2. Search for the section you are interested in > click the section

Configure section forms:

• New: this is the view used when creating a new element through Actions > New
• Form: this is the view displayed when you click on an element
• Summary: this is the summary header displayed at the top of the elements
• Print: this is the form used when printing elements through Actions > Print. 
• Search: this is the view used in advanced search
• List: this is the summary list of elements
• Copy: this is the view used when copying an element through Actions > Copy. See also Copy specific elements within a view
• Email: this is the view containing the fields proposed as tags when clicking Actions > Send email
• Workflow: this is the workflow configured for each section

Dynamic linked sections: this section contains additional sections linked dynamically

You can also configure forms to be locked for specific groups and related sections.

Configure views and forms for users and groups

The Views & Forms Configurator also allows you to associate different views, forms and layouts based on the user or group.

This configuration allows you to customize the user experience by displaying different information, fields and forms according to the user’s operational role. For example, it is possible to configure specific views for HR, Managers, Recruiters or other company groups.

This makes it possible to:

• simplify information entry
• display only the fields required for different users
• differentiate operational processes between groups
• limit the use of specific views or forms

It is also possible to lock a form for a specific group, making only the selected configuration available.

1. Go to Settings (gear icon) > User Interface > Views & Forms Configurator
2. Click Add users/groups
3. Select the user or group to configure. For each section you can configure the forms listed above
4. If no specific configuration is set, the configuration available in the Default tab will automatically be used
5. Optionally, you can lock a view or form to prevent users in the group from using different configurations

Saving the new tab 

When you create a new tab using the Add users/groups button, it is not saved immediately: it remains in a temporary state until you save at least one section inside it.

While the tab is still temporary, it may disappear in the following cases:

• You navigate away from the section and return later: unsaved tabs will no longer be visible
• You created multiple new tabs without saving their content and click "Remove user" on one of them: all unsaved tabs will be deleted, not just the selected one

How to avoid losing your work

To finalize a new tab, save at least one section inside it before:

• changing page or section,
• creating additional tabs,
• using the "Remove user" button

See also Create a view,  View types, Available options by view type