Form, workflow and template definitions have a new look and new features. The new screens include the following updates: 

1. New grid view that shows more information about the definitions 
   
2. Ability to search the columns in the grid
   
3. Ability to sort by the columns in the grid
   

New Grid View 

Forms, Workflows, and Templates now have a new grid screen instead of the previous screen that displayed only the definition names on the left hand side. 

Forms

1. Name
   
2. ID
   
3. Form Type
   
4. Associated Workflow
   
5. Last Modified
   
6. Last Update By
   
7. Version

When the forms screen is initially opened, the records will sort alphabetically by form name. 

When you select a form record, the row will highlight and a preview panel will appear on the right side of the screen. 

On the preview panel, the following features are available: 

1. Downloading the metadata record 
   
1. If you click “download file”, the form metadata record will be downloaded. 
   
2. If you expand the Dependencies section, all related metadata will be shown (workflow, data tables etc.) and a download zip button will appear. You have the ability to uncheck specific metadata that you do not want included in the zip file. 
   
2. Editing the form record 
   
1. If you click the pencil icon in the top right corner, the existing edit screen will appear where the user can modify the form name, change the associated workflow, and download prior versions of the form. 
   

Workflows

The workflow screen has the following columns: 

1. Name
   
2. ID
   
3. Form Type
   
4. Last Modified
   
5. Last Update By
   
6. Version

When the workflow screen is initially opened, the records will sort alphabetically by workflow name. 

When you select a workflow record, the row will highlight and a preview panel will appear on the right side of the screen. 

On the preview panel, the following features are available: 

1. Downloading the metadata record 
   
1. If you click “download file”, the workflow metadata record will be downloaded. 
   
2. If you expand the Dependencies section, all related metadata will be shown (backend actions, data tables etc.) and a download zip button will appear. You have the ability to uncheck specific metadata that you do not want included in the zip file. 
   
2. Editing the workflow record 
   
1. If you click the pencil icon in the top right corner, the existing edit screen will appear where the user can modify the workflow name and download prior versions of the workflow.
   

Templates

The templates screen has the following columns: 

1. Name
   
2. ID
   
3. Last Modified
   
4. Last Update By
   
5. Version
   

When the template screen is initially opened, the records will sort alphabetically by template name. 

When you select a template record, the row will highlight and a preview panel will appear on the right side of the screen. 

On the preview panel, the following features are available: 

1. Downloading the metadata record 
   
1. If you click “download file”, the template metadata record will be downloaded. 
   
2. If you expand the Dependencies section, all related metadata will be shown (data tables, backend actions, etc.) and a download zip button will appear. You have the ability to uncheck specific metadata that you do not want included in the zip file. 
   
2. Editing the template record 
   
1. If you click the pencil icon in the top right corner, the existing edit screen will appear where the user can modify the template name and download prior versions of the template. 
   

Ability to Search Columns in the Grid

On the form, workflow, and template screens in the admin tool a search box has been added to the top right of the screen.  

The following columns are searchable for form and workflow definitions: 

1. Name
   
2. ID
   
3. Form Type
   
4. Last Updated By
   

The following columns are searchable for template definitions: 

1. Name
   
2. ID
   
3. Last Updated By
   

Ability to Sort by Columns in the Grid

Clicking the column of a column will sort the list of definitions by that column. All columns except version are sortable for forms, workflows, and templates.

Intuitive Data Table Request Actions

Users can now intuitively create data table request actions

Data table requests in backend actions now automatically pull relevant information in from data tables with a more intuitive UI. 

1. UI adjustments to place fields in more relevant places on the action
   
2. Automatically include all columns from the selected data table in the request
   

UI Adjustments

Action request type has been moved from the “Request” tab to the “Details tab”, after the request type has been set it cannot be changed. 

Deployment status has been moved from the “Request” tab to the “Details tab” and remains editable. 

The “Save” button has been moved to the top right corner and is only visible if there are unsaved changes. 

Automatically Include All Columns from the Selected Data Table in the Request

When the data table is selected on the “Request” tab, all the data table columns will automatically appear under “Column Name from Data Table Schema”. If a table is modified to add or remove schema, this change will also reflect on the “Request” tab. 

The following mapping types are available: 

1. Constant
   
2. Input Parameter
   
3. ExpansionString
   

The following mapping types have been removed: 

1. ConstantArray
   
2. ExpansionObject
   
3. FormasPDF
   

If “input parameter” is selected as the mapping type, when selecting a value the user will see a dropdown of all existing input parameters with the same data type and an option to create a new input parameter. If “create a new input parameter” is selected, the user can add an input parameter that matches the data table column name. This new input parameter will automatically selected for that column and will also be reflected on the “inputs” tab. 

Fixed Issues

Issue	Status	Version
Cannot easily view large amounts of records in data tables	Fixed	Spring-23