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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.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Workflow tab, click Life cycle.

  3. In the Case life cycle section, click an assignment or an approval step.

  4. In the Step properties panel, click Configure view.

  5. 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.

  6. In the Field text box, enter a unique name for the field.

  7. In the Type list, select Field group.

  8. 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.

  9. Add fields to the field group:

    Choices Actions
    Reuse fields from a data model
    1. In the list that appears, select the data model that you want to use.

    2. In the Views section, select the view that you want to use.

    3. 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
    1. In the list that appears, enter the name of a field group.

    2. In the View section, define whether the view is a default view.

      You can reuse default views in any case type in your application.

    3. 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.

  10. 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
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