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Organizing your form

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Applicable to Theme Cosmos applications

Give your view a consistent structure by using design templates. Design templates represent common user interface patterns and specify regions in which you add user interface elements, such as fields, actionable elements, and reusable components.

For example, a Card with image template provides a space for a large image at the top of the form and a space for fields and controls below.
  1. Open the view that you want to edit.
    For more information, see Accessing views in your application.
  2. In the configuration pane, click Change template.
  3. In the Select a template window, click the template that you want to apply to the view.
  4. In the configuration pane, add fields, sections, and controls to the template:
    1. In the header of the area to which you want to add the UI component, click the Add icon.
    2. In the Add list, hover over the component that you want to add, such as a text field, and then click the Add icon.
    Result: The components appear in the template in the order in which you select them. You can move the UI elements by dragging them into a new position.
  5. Optional: To remove a component from the template, hover over the component name, and then click More options Delete .
  6. Save the configuration by closing the configuration pane.
For example: The following figure displays a sample case header customization with the configuration pane:
Editing a case header
Editing a case header in a configuration pane in App Studio
Editing a case header in a configuration pane in App Studio
  • Adding tables to views

    Help users access and compare data by setting up a form with a table. Tables are a basic component that you can use to create a clear interface in information-heavy contexts.


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