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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.

For example, you can create an Address field and embed that field in a case type if this case type is the only element in your application that uses the information from the Address field.

To embed data in a case, you create a data field that stores the relevant information. You can add a data field to the following interfaces:

  1. Navigate to a place where you want to add a data field:

    Choices Actions
    Add a field to a case type 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.

    Add a field to a form in a view of a non-Cosmos React application
    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, in the Case life cycle section, click an assignment or an approval step.

    3. In the Step properties pane, click Configure view.

    4. In the dialog box, on the Fields tab, click Add field.

    Add a field to an application visual data model
    1. In the navigation pane of App Studio, click Data.

    2. In the Data model section, click View.

    3. In the data model, click a data object for which you want to create a data field.

    4. In the list of fields, click Create new field.

    Add a field to a data object
    1. In the navigation pane of App Studio, click Data.

    2. In the Data objects column, click the data object that you want to open.

    3. On the Data model tab, click Add field.

  2. In the field configuration dialog box, for the Field name parameter, enter a unique label for the field.

  3. In the Type list, select Embedded data.

  4. In the Data object list, define a data object to store data:

    Choices Actions
    Create a new data object
    1. In the list, select Create a new data object.

    2. In the Data object name field, enter a descriptive label for the data object.

    3. Click OK.

    Reuse a data object In the list, select a data object that stores the relevant data that you want to embed in the case type.

    The list contains all data objects from your application.

  5. In the Options list, define how you want to store the fields from the data object:

    • To create one entry for all the fields from the data object, select Single record.
    • To create a list of separate entries for the fields from the data object, select List of records.
  6. Optional:

    To provide additional information about your data field, expand and complete the Advanced section:

    • To provide a different ID than the autogenerated ID, in the ID field, enter a new value.
    • To provide additional information about the field, in the Description text box, enter additional details.
  7. Save your data field:

    • To save the field and instantly define another field, click Submit & add another.
    • To save your field and return to the configuration view, click Submit.
  8. Click Save.

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