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Configuring a data model for a case

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.

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