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.
- 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.
- 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.