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View Manager

The View Manager panel allows creating multiple customized views for a form based on user roles or specific conditions. In Synergy IDE, a single form can have multiple views. This makes it possible to display customized layouts with different controls depending on the workflow step or the user group accessing the form. When a form is first created, it comes with a default view. Controls are dragged and dropped onto this default view from the Toolbox panel.

View Manager Panel

  • Existing Views: Initially, only the “default” view is available.

View Menu

View Panel

  • Create New View: Click the + button on the top right to create a new blank view.

    Add New View

  • Duplicate View: Use the Duplicate option from the menu next to an existing view to create a copy with the same controls.

    Duplicate View

  • Edit View: Use the Edit option to update the view name and description.

    Edit View

Use Cases

  • Displaying different views depending on who opens the form,
  • Showing customized layouts per workflow step or user group,
  • Changing form view conditionally using the Rule Manager,
  • Showing specific view (e.g., with special fields) in PDF output or email notifications.

Tips

  • If two views differ only slightly, duplicating the default view is quicker than starting from scratch.
  • Use the + New View option to design a completely custom view.
  • In workflow objects with form selection (e.g., Document, Position, Info objects), the desired form view can be explicitly selected.

FAQs​

How To's​