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Restricting user input in a field

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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.

  • 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.

  • Validating field values on a form

    Ensure that users enter valid data on a form before the case moves to the next step in the life cycle. By validating field values, you prevent processing errors and speed up the case resolution process. If the data that the user enters on a form at run time meets the condition in a validate rule, the application displays an error message.

  • 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.

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