Create a Navigation Form

Data grids are not currently supported in navigation forms.

To create a new navigation form: 

  1. Click the icon in the top bar > Configurable Forms in the Views section.
  2. Click Create Configurable Form.
  3. Enter the name of the form in the Name field.
  4. Optional: Enter a brief description of the form in the Description field, which will appear below the form’s name while editing the form and on the Configurable Forms landing page.
  5. Select Navigation Form from the Form Type dropdown menu.
  6. Select a data definition from the Data Definition dropdown menu. This will determine which objects will appear in the tree on the form. If a user doesn't have permission to view an object, that object and any others below it in the tree will not be visible. See Data Definitions for more information.The Create Form page. 
  7. Click Create to display the Edit Navigation Form page.The Edit Navigation Form page. 
  8. Click the first object type in the tree (this is the anchor object type). 
  9. Select either Form or Data Visualization to choose what's displayed to a user (a standard form or report) when they click an object type node in the tree.
    • If you selected Form:
      1. Select a form for the object type from the dropdown menu.
      2. Optional: Deselect the Use this form for all workflow states checkbox if you wish to specify which form to display for each state in the object type's workflow. If you deselected this checkbox, select a form from the dropdown menus below.Selecting a standard form to display when a user clicks an object type in the nav form.
    • If you selected Data Visualization
      1. Choose a report for the object type from the Select a data visualization to render dropdown menu. Selecting a data visualization to display when a user clicks an object type in the nav form.
        If you do not select a specific form or report to display, any form selected in the object type's workflow permissions for its current state will display by default.
        It's recommended that repeatable form reports are not added to nav forms as doing so may cause performance issues, depending on the amount of data displayed in the form or report.
  10. Continue clicking through each object type in the tree to choose which form or report is displayed to the user. 
  11. Click Done when finished.

Once the form is successfully created and configured, it can be added to a view, the Messaging action in a workflow, or when clicking an object on the My Tasks page.