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Reusing fields on forms

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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.

  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, click Fields.

  6. Click Add to view next to the field that you want to reuse.

  7. Optional:

    To change the default display mode of the field, in the Options list, select a new mode:

    You cannot change the display mode of a field when its value is calculated by using an expression.
    • 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).

    You configure the default display mode when you first create a field. For more information, see Adding single-value fields to forms.

  8. Click Submit.

  • 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.

  • Configuring dynamic views

    You can configure dynamic views that your application displays when users proceed through a case. By changing the default fields in these views, you can customize the forms that users access when they create, update, or review the case.

  • Reusing forms

    You can reduce development time and maintain consistent layouts between sets of fields in your case type by embedding forms in other forms. For example, you can prompt users to review their employment history by embedding their Work History form in a Confirmation form.

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