Table of Contents

Adding fields to a form

Collect specific information from users when they work on a case by adding fields to a form. For example, you can add a phone number field that prompts users to enter their personal and address details in the form.

If your application does not use Cosmos React UI, complete the steps in Adding single-value fields to forms.
Prepare for working with the form:
  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 to which you want to add a field.

  4. In the Step properties panel, click Configure view.

  5. In the dialog window, click Add, and then select the field that you want to add to your form.

  6. In the row with the field name, click the Properties icon to configure the field settings, such as labels and visibility.

  7. Click Submit.

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