Views, Forms, Workflows, and Portals

The connected record model is the foundation. Views, forms, workflows, and portals provide different ways to use that information.

Different experiences, shared information​

• Views organize records for a particular task, such as a table, grid, calendar, or focused list.
• Forms give people a simple way to submit or update information.
• Workflows move work forward through notifications, assignments, reviews, approvals, and other automated actions.
• Portals provide a focused experience for customers, vendors, partners, or other audiences.

These are not separate copies of the business. They are different experiences built around the same connected records.

A system for each participant​

An operations team may work from a detailed view, a manager may use a dashboard, an employee may submit a form, and a customer may use a portal. Each person sees the experience appropriate to their role while contributing to the same operational system.