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Customizing Admin Forms for Stakeholders

Overview​

When defining which end users belong to a stakeholder definition through the Work Portal, by default Bizagi will present an administration form with every attribute and collection up for edition.

It is likely that you may want to customize such a form and choose which attributes should be presented in this form.

You may do so, and even define one form to add new records and a separate one to edit existing ones.

Stakeholders Work Portal Menu

Customizing Stakeholder Administration Forms​

To customize the stakeholder's administration forms, go into the Expert view, and click Entities.

Locate the stakeholder entity to customize and right-click to select Advanced properties:

Stakeholders Work Portal Advanced Properties

Browse to the Forms tab and use a form of your choice for the 3 different possibilities (or alternatively, click Create display form to design a new one).

Stakeholders Administration Forms

Click Modify display form to edit the current form if you have one selected in the drop-down.

  • Display form: This form defines which columns are shown when viewing all records of a given stakeholder.

Display Form Example

  • Add form: This form defines the information to input when creating a new stakeholder instance.

Add Form Example

  • Edit form: This form defines the information available for modification when editing an existing stakeholder instance.

Edit Form Example

Stakeholders Work Portal Menu

Note: The associatedUser attribute is included by default in all administrative forms. You do not need to include it in any of them.