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Configure › Enterprise Agile Planning › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create or update form views for EAP work items

Create or update form views for work item types so that the fields displayed in the Backlog and Planning board pages of Enterprise Agile Planning suit your team requirements.

Before you begin

Set the application scope in your instance to Portfolio Planning Core.

Role required: sn_apw_advanced.eap_admin

About this task

Configuration for form views of work item tables determines the fields that are displayed in the workspace. For a work item type in EAP, the following are the necessary form views:

  • EAP Default: Determines the fields to be displayed in the Full details page.
  • EAP Preview: Determines the fields to be displayed in the side panel of the Backlog or Planning board.
  • EAP New: Determines the fields to be displayed when creating a work item from the Backlog or Planning board.

Procedure

  1. Navigate to All > System Definition > Tables.

  2. Filter the list of tables by using EAP planning item in the Extends table column.

  3. Select a work item type that you created.

  4. Select the Layout Form related link.

  5. Create form views or update them.

OptionSteps
Create form views
  1. From the View name field, select New.
  2. In the Create New View window, enter one of the following names in the View name field.
  3. To create the EAP Preview view, enter Workspace EAP Preview
  4. To create the EAP Default view, enter Workspace EAP Default
  5. To create the EAP New view, enter Workspace EAP New
  6. Select OK.
  7. For each section, select the fields to be displayed using the Available and Selected lists.

You can also rearrange them in the order of your choice.

  1. Repeat the steps to complete creating the other two form views.
Edit existing form views
  1. From the View name field, select an EAP view to update.
  2. For each section of the view, select the fields to be displayed using the Available and Selected lists.

You can also rearrange them in the order of your choice.

  1. Select Save.

What to do next

Create or update list view for EAP work items.