Customizing admin forms for stakeholders

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Customizing admin forms for stakeholders

Overview

When defining which end users belongs to a stakeholder definition through the Work portal, by default Bizagi will present an administration form with every attribute and collection up for edition.

 

It is likely that you may want to customize such form and choose which attributes should be presented in this form.

You may do so, and even define one form to add new records and a separate one to edit existing ones.

 

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Customizing Stakeholder administration forms

To customize the stakeholder's administration forms, go into the Expert view and click Entities.

Locate the stakeholder entity to customize and right-click to select Advanced properties:

 

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Browse to the Forms tab and use a form of your choice for the 3 different possibilities (or alternatively, click create display form to design a new one).

 

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Click Modify display form to edit the current form if you have one selected in the drop-down.

 

Display form: This form defines which columns are shown when viewing all records of a given stakeholder.

 

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Add form: This form defines the information to input when creating a new stakeholder instance.

 

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Edit form: This form defines the information available for modification when editing an existing stakeholder instance.

 

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note_pin

The associatedUser attribute is included by default in all administrative forms. You do not need to include it in any of them.