Configuration of Forms
Configure forms in Max Designer to control how record details are displayed, including field visibility, layout, and role-based views.
Overview
Form configuration in Max Designer allows administrators to design and manage how record details are displayed in PTC Orbit. Each record can have multiple forms, and these forms can be configured with different fields, layouts, and tabs to suit specific business needs. A form can cover the entire record detail screen or be limited to a specific tab within the record.
Use cases for administrators
Admin-driven configuration ensures data is displayed consistently, reduces clutter, and enforces compliance with business rules. It also improves efficiency by tailoring record views to each role’s responsibilities.
• Custom Layouts: You can configure forms to present data in logical sections, making it easier for users to understand and navigate records.
• Role-Based Views: You can assign different forms to different user groups, ensuring that each role sees only the fields relevant to their work.
• Field Control: You can choose which fields are visible, editable, or read-only, maintaining governance and enforcing data-entry standards.
Use cases for end users
End users benefit from streamlined, role-specific views that enhance accuracy, speed up workflows, and increase adoption of PTC Orbit.
• Simplified Navigation: Users can view only the fields and sections relevant to their tasks, reducing confusion and data overload.
• Improved Productivity: Users can update records faster and with fewer errors with clear layouts and structured forms.
• Contextual Access: Users can get quick access to relevant information with tab-specific forms, for example, service history on an asset tab, minimizing time spent searching.
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