Aspects

Aspects are a particular view of information in the system. They make up the components of the blade style UI forms within the system.

Quick Start

Editing Aspects on Abstract Work Types

When you change the aspects of an abstract work type, the system will ask you if you want to cascade the changes to the child types.

Do not cascade the changes to child types.

If the changes you make to the abstract type must apply to the child types, make those changes manually. Using cascade in this scenario causes severe issues with child types, often duplicating aspect elements and breaking the child type.

 

Key Concepts

Form Builder vs Aspects

The terms Aspect and Form Builder are used frequently in ShareDo. Here are some differences:

  • Aspect: is a user interface section that can be added to a shared object (for example, work item, participant, or ODS entity).
  • Form builder: A special aspect type you can use to add a custom data capture form to a blade. The aspect is the container in which your form is placed. ShareDo configures connections for saving, so you don't have to.

What Do Aspects Look Like?

When you add an aspect to a form, it can either be a section of the form or a navigation bar leading to another blade. All work types have a key facts blade, which is made up of different aspects.

This is a task work type key fact blade:

Each section or navigation bar on the form is an aspect. In Modeller, the aspects for this work type look like this:

Where Can I Use aspects?

Use aspects to add information in the following places:

Work types include many out-of-the-box types, such as instruction, matter, payments, offers, tasks, and service requests.

Are Aspects Inherited?

When you create a new work type as a derived type (child) of another work type, aspects are not inherited by default. The key facts blade starts off blank. The work type Modeller does, however, give the user the option to 'Copy from parent' to copy aspects from the parent work type. This option is found by clicking the aspects button on your chosen work type.

What Aspects Come with the Core Product?

Many aspects ship with the core product, and these are constantly changing. The best way to familiarise yourself with aspects is to review the current list. You can do this by looking at the aspects editor on any work type.

Can I Allocate Specific Permissions for an Aspect?

Yes. When adding the aspect, use the padlock button to specify a specific global permission the user needs to access it.

Can I Stripe / Contextually Display Aspects?

Yes. Aspects can be contextually displayed based on business rules. Use the eye button to add a display rule to your aspect.

Several core aspects types are navigation bars. In general, these have the word Nav in the name. You should only place these aspects in the footer of a blade.

How Do I Add Custom Data Capture Forms?

There is a specialist aspect that allows Modellers to add their form builder. See  Configure Data Capture for a Work type.