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Adding single-value fields to forms

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Collect specific information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.

  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 box, click Add field.

  6. In the Field text box, enter a unique name for the field.

  7. In the Type list, define a field type:

    • To create a field that contains scalar properties, select a type from the Simple section.
    • To create a field that contains complex and custom properties, for example attachments, select a type from the Fancy section.
  8. If more configuration options are available, 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 dialog window, in the Display as list, define whether to display the paragraph as plain or rich text.

    4. Click Submit.

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

    2. Click the configure options icon.

    3. In the dialog window, in the Display as list, define a display mode for the picklist.

    4. In the Picklist options, define choices for the picklist.

      You can create your own choices or source them from a data view.

    5. Click Submit.

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

    2. Click the Choose the attachment category icon.

    3. In dialog window, in the Attachment category list, select the category.

    4. Click Submit.

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

    2. Click the Configure user reference icon.

    3. In the dialog window, in the Select record using list, define whether users can search for a user ID by using a search box or a drop-down list.

    4. Click Submit.

  9. In the Options list, define a display mode for the field:

    • 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).
  10. Click Submit.

After you add a new field, the field becomes part of a data model for your case type, so that you can reuse the field in other forms. For more information, see Reusing fields on forms.

  • Configuring a user reference on a form

    After you add a user reference to a form, you can configure the way that users interact with it. For example, you can display the list of users in your application as a list or as an autocomplete that returns a list of search results.

  • Building forms for case types

    You capture user input in a case by building forms. When you create, configure, and organize relevant fields in a form, you can clearly communicate to users the tasks that they need to perform to process an assignment in a case.

  • Reusing fields on forms

    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.

  • Restricting user input in a field

    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.

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