Using Templates to Display Forms and Lists

After creating data definitions and lists, you can control how the form appears to users, and how the resulting list of records is displayed. You do this by creating templates for each view (form view for displaying the form and display view for the list of records) and selecting them in the DDL Display portlet. For example, you might need to create a form with a subset of a data definition’s fields. Rather than creating a new definition, you can create a template that displays only the fields you want from the existing definition. You could also use a template to arrange fields differently, and/or with different labels and configuration options.

Data definitions can have as many form and display templates as you care to create (or none, if you’re satisfied with the default templates). You then choose a list’s template in the Dynamic Data Lists Display widget.

Managing Display and Form Templates

Since Display and Form Templates correspond to a particular data definition, they’re accessed from the Data Definitions screen of the Dynamic Data Lists application in Site Administration. See the Creating Data Definitions article for instructions on accessing this screen.

The Data Definitions screen lists each definition in a table. To start working with a definition’s templates, click the definition’s Actions button (Actions) and select Manage Templates. This opens a screen that lists the definition’s templates. You can edit, copy, delete, or configure permissions for a definition via its Actions button (Actions).

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