Adding single-value fields to forms
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Collect specific information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.
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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 box, click Add field.
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In the Field text box, enter a unique name for the field.
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In the Type list, define a field type:
- To create a field that contains scalar properties, select a type from the Simple section.
- To create a field that contains complex and custom properties, for example attachments, select a type from the Fancy section.
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If more configuration options are available, perform the following actions for a field:
Choices Actions Add a text paragraph to the form -
In the Type list, select Text (paragraph).
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Click the Configure paragraph icon.
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In the dialog window, in the Display as list, define whether to display the paragraph as plain or rich text.
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Click Submit.
Add a picklist to the form -
In the Type list, select picklist.
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Click the configure options icon.
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In the dialog window, in the Display as list, define a display mode for the picklist.
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In the Picklist options, define choices for the picklist.
You can create your own choices or source them from a data view.
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Click Submit.
Add an attachment field to the form -
In the Type list, select Attachment.
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Click the Choose the attachment category icon.
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In dialog window, in the Attachment category list, select the category.
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Click Submit.
Add a user reference to the form -
In the Type list, select User reference.
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Click the Configure user reference icon.
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In the dialog window, in the Select record using list, define whether users can search for a user ID by using a search box or a drop-down list.
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Click Submit.
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In the Options list, define a display mode for the field:
- To indicate that users can optionally complete the field, select Optional.
- To indicate that users need to provide the value in the field, select Required.
- To indicate that users can only view the field, select Read-only.
- To indicate that users can only view the field and an application determines the value at run time, select Calculated (read-only).
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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.
- Reusing fields on forms
Save time and build forms that are convenient to maintain by referencing fields on other, existing forms. For example, you can reuse a field group to capture different user details on a new form, such as name, surname, mailing address and phone number, instead of creating separate fields for each item.
- Restricting user input in a field
Configure fields in your data model to change the way that they store or display information to create a robust data model that is tailored to your business requirements.