Applications → Working with Forms → About Forms
Forms provide access to information in primary and auxiliary items through three views:
A read-only view of primary items. For auxiliary items, these are referred to as view forms.
An editable form used to submit, transition, and update primary items. For auxiliary items, these are referred to as edit forms.
A printable version of a state or view form. Many controls, such as the transition button bar and the Actions menu, are removed from print forms. If the form structure includes collapsed sections or inactive tabs, the hidden information is included in the generated print form so users can see it. For example, if there is a tab on a custom state form, the print form that is automatically generated will have a "flat" container with the tab fields grouped in it.
For each type of view, you can use the default "quick" form or a custom form. When a different form is needed, you can override the default form for each state and transition in SBM Composer. You can also use SBM Application Administrator to override forms for individual projects or states and transitions in those projects.
Quick forms are automatically generated by the system and initially assigned to workflows, states, transitions, and auxiliary tables. They use field privilege sections to determine field placement and security. Quick forms use standard formatting and require little maintenance.
You can create a custom form with pre-populated sections or auto-sections. You can also base the custom form on another form or start with an empty form.
For details, refer to Customizing Forms.
A custom form with auto-sections is automatically populated based on field privileges. With auto-sections, you can:
Security vs. Design
Custom forms enable you to control access to data and customize design and layout through two mechanisms: privilege sections and visual sections.
Privilege sections control access to fields placed on forms; visual sections control field placement on forms. For details, refer to Controlling Access to Data.
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