Adding a single-value field to a form

Add a single-value field to a form to collect an individual piece of information from users as they process a case. For example, you can add a Phone field type to a form that prompts users to enter their home telephone number. After you add a field to a form, you can reuse it on other forms in your case type.

To add a single-value field to a form:

1. Open a case type in Case Designer, and click a step in a stage.

2. Click Configure form to open Form Builder.

3. Click + Add field.

4. In the autocomplete field that is displayed, enter a unique label.

   Do not use px, py, or pz prefixes in a label because they are reserved.

5. From the first drop-down list, select a field type in the Single value category.

   Caution: You cannot change the type of a field after you exit Form Builder.

6. From the second drop-down list, select a display mode that is supported by your field type.

   Display modes include:

   • Optional — Users do not need to enter a value in the field to submit the form.

     This is the default display mode.

   • Required — Users must enter a value in the field to submit the form.

   • Read-only — Users can view the value in the field but cannot edit it.

   • Calculated (read-only) — Users do not enter values in the field.

     The value of the field is determined by a declare expression at run time.

7. Optional: Drag a field to change its position on the form.

8. Click Submit.

   A property is automatically created to store the value of the field. The name of the property is set to the label that you provided, with spaces removed.

To remove a field from a form, click the delete icon.

At run time, users interact with fields based on your selected display modes. The visual appearance of each field and how its value is validated are determined by the field type.

Tip: Some single-value fields, such as drop-down lists, require configuration before they are fully functional. Click the gear icon to view the available options for a field.

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