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Configuring a data model for a case

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Applicable to Cosmos React applications

Configure a data model to define the data that you want to use in a case. For example, to include a user email address in a case, add an email address field to the data model.

  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 Data model tab, click Add field.

  3. In the field configuration dialog box, in the Field name field, enter a descriptive name.

    Enter Email address.
  4. In the Type list, select a field type.

  5. If more configuration options are available for the field type that you select, perform the following actions for a field:

    Choices Actions
    Add a text paragraph to the form
    1. In the Type list, select Text (paragraph).

    2. Click the Configure paragraph icon.

    3. In the Display as list, define whether to display the paragraph as plain or rich text.

    Add a picklist to the form
    1. In the Type list, select picklist.

    2. In the Display as list, define a display mode for the picklist.

    3. In the Picklist options list, define choices for the picklist.

      You can create your own choices or source them from a data page.
    4. If you add your own choices, click Add choice, and then provide an option for users to select.

    5. If you use a data page to provide choices, select the data page that you want to use.

    Add an attachment field to the form
    1. In the Type list, select Attachment.

    2. In the Attachment category list, select the category.

    Add a user reference to the form
    1. In the Type list, select User reference.

    2. In the Display as list, define whether users can search for a user ID by using a search box or a drop-down list.

    Add a field to capture data For more information about adding a data relationship, see Creating fields for capturing data.
  6. Click Save.

  • Creating fields for capturing data

    To decrease application development time and costs, reuse data objects across your application by creating fields that capture data. You can reference data between fields in several ways that help you to efficiently reuse resources without detailed knowledge about how the system stores data.

  • Embedding data in a case

    Manage your resources more efficiently by embedding data and connecting information directly to a case. Consequently, you avoid sourcing data from any other object. Embedding relevant data directly in a case if the case is the only object that uses this piece of information helps you to organize data in your application in a more transparent way.

  • Referencing a data page

    Provide data for your case types from integrations in your application by querying a data page. When you source data for your case directly from a data page, you reuse your resources in a transparent and prescriptive way.

  • Validating case data

    Help users enter data values in a valid format by preventing processing errors when the users create or save a case. To save time, add validation on a case-wide level instead of validating recurring fields on each individual assignment.

  • Managing data and integrations with the Integration Designer

    To take informed actions on your application data, analyze your data resources by using the Integration Designer. From the Integration Designer, you can access a comprehensive view of all business data objects in your application, display the systems of record from which you source the data objects, and check how data objects are used in the application.

  • Calculating values with decision tables

    To deliver an application that automatically at run time provides the most appropriate solutions, create logic with decision tables. Decision tables test a group of properties to match specified conditions and ultimately improve the flexibility of your application. By creating decision tables by using the low-code App Studio environment, you deliver software that can respond dynamically to varied conditions in business processes.

  • Authoring decision tables in App Studio

    Respond to dynamically changing business situations by calculating values in your business processes automatically. With decision tables, you can define conditions that include multiple elements and result in different outcomes. Consequently, you deliver an application that helps users successfully resolve business processes in various and dynamic scenarios.

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