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.

• Creating a picklist

  Add choices to a picklist to specify the options that users can select. At runtime, users are prompted to select one choice from the picklist. List entries are displayed in the order in which you add choices.

• Converting plain text to rich text

  Configure a text area field to display a rich text editor at run time to convert plain text to rich text.

• Securing an attachment field

  Assign an attachment category to an attachment field to control which actions a user can take on an attachment.

• Creating a calculated field

  Save time and improve the accuracy of the information that your case processes by creating a calculated field. For example, configure a Total Time field to generate a subtotal from a list of time sheets.

• Creating a field group

  To more effectively organize the information in your case, add a field group to store the values of a group of related fields. For example, you can capture the first name, last name, and address of a person in the Prospective Client field group.

• Creating a field group list

  To more effectively organize the information in your case, add a field group list to store the values of a list of related fields. For example, you can capture a list of names and addresses from your work history in the Previous Employers field group list.

• Validating character patterns

  Check whether the input that your user provides is relevant. By verifying character patterns with edit validate rules, you can ensure that the data that users enter into forms matches the field requirements, and reduce the number of processing errors.

• Building forms for case types