LinkedIn
Copied!

Table of Contents

Creating fields for capturing data

Version:

Only available versions of this content are shown in the dropdown
Applicable to Theme Cosmos applications

To decrease application development time and costs, reuse data objects across your application by creating fields that capture data. You can reference data between fields in several ways that help you to efficiently reuse resources without detailed knowledge about how the system stores data.

For example, in an Account data object that stores information that is related to customer accounts, you can create a Contact field to store contact information of a customer. To promote reuse, you can then reference a case type that the Contact field uses as the source of customer contact information.

You can create fields that capture data for the following interfaces:

  1. Navigate to a place where you want to add a data field:

    Choices Actions
    Add a field to a case type data model
    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 Data model tab, click Add field.

    Add a field to a form in a view of a non-Cosmos React application
    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, in the Case life cycle section, click an assignment or an approval step.

    3. In the Step properties pane, click Configure view.

    4. In the dialog box, on the Fields tab, click Add field.

    Add a field to an application visual data model
    1. In the navigation pane of App Studio, click Data.

    2. In the Data model section, click View.

    3. In the data model, click a data object for which you want to create a data field.

    4. In the list of fields, click Create new field.

    Add a field to a data object
    1. In the navigation pane of App Studio, click Data.

    2. In the Data objects column, click the data object that you want to open.

    3. On the Data model tab, click Add field.

  2. In the field configuration dialog box, for the Field name parameter, enter a unique label for the field.

  3. In the Type list, select the type of reference that you want to apply:

    • To reference a case type, select Case reference, and then, in the Case type field, select a case type that you want to use as the source.
    • To reference a data object, select Data reference, and then, in the Data object field, select the data object that you want to use as the source.
  4. In the Options list, define how you want to reuse fields from the source:

    • To create one entry for all the fields from the source, select Single record.
    • To create a list of separate entries for the fields from the source, select List of records.
  5. Optional:

    To provide additional information about your data field, expand and complete the Advanced section:

    • To provide a different ID than the autogenerated ID, in the ID field, enter a new value.
    • To provide additional information about the field, in the Description text box, enter additional details.
  6. Optional:

    To copy the referenced data into a case at run time, expand the Advanced section, and then select the Reference data is copied to the case check box.

    Copying data creates a snapshot of the referenced data and preserves the data in the target unchanged if data in the source changes.
  7. Optional:

    If you use a data reference, to provide another data page to source data, expand the Advanced section, and then, in the Data page field, enter the data page that you want to use.

  8. Save your data field:

    • To save the field and instantly define another field, click Submit & add another.
    • To save your field and return to the configuration view, click Submit.
  9. For fields that you add to a form, in the Options list, define the display mode for the field:

    • To indicate that users can optionally complete the fields, select Optional.
    • To indicate that users need to provide a value in the fields, select Required.
    • To indicate that users can only view the fields, select Read-only.
  10. Click Submit.

Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.