Adding field groups to forms
Save time and create comprehensive forms for your case types by categorizing related fields in a single data structure. For example, you can capture the first name, last name, and address of a person in the Prospective Client form in a single field group, instead of several individual fields.
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In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
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On the Workflow tab, click Life cycle.
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In the Case life cycle section, click an assignment or an approval step.
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In the Step properties panel, click Configure view.
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In the dialog window, add a field group to your form:
- To add an existing field group, in the properties panel click Fields, click Add to view next to a field group that you want to add, and the go to step 10.
- To create a new field group, click Add field, and then go to step 6.
When you create new field groups, you also add them to a data model that your cases uses.
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In the Field text box, enter a unique name for the field.
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In the Type list, select Field group.
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In the Options list, define the display mode for the field group:
- To preserve settings of individual fields, select Auto.
- To make the fields read-only, select Read-only.
Fields can be Read-only, Optional, or Required.
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Add fields to the field group:
Choices Actions Reuse fields from a data model -
In the list that appears, select the data model that you want to use.
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In the Views section, select the view that you want to use.
- Optional:
To add more fields, next to the View list, click Open, and then add the fields.
For more information about adding fields, see Adding single-value fields to forms.
Changes that you make to this view, affect other forms that also use this view.
Create new fields -
In the list that appears, enter the name of a field group.
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In the View section, define whether the view is a default view.
You can reuse default views in any case type in your application.
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Next to the View list, click Open, and then add the fields to the view.
For more information about adding fields, see Adding single-value fields to forms.
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Click Submit.
- Building forms for case types
You capture user input in a case by building forms. When you create, configure, and organize relevant fields in a form, you can clearly communicate to users the tasks that they need to perform to process an assignment in a case.
- Storage and display of fields
Published September 16, 2020 - Updated January 15, 2021