Building a form

You can build a form to capture user input in a case. By creating, configuring, and organizing relevant fields, you can clearly communicate to users the task that they must perform to process an assignment in a case.

1. In the Explorer panel, click Cases, and then click the case type that you want to open.

2. Open the form editor, based on your context.

   To create a new form:

   1. On the Workflow tab, click Life cycle.

   2. Click an assignment or approval step that does not have a form associated with it.

   3. Click Configure view to open the form editor.

   To update an existing form:

   1. Click Views.

   2. Click a form to open the form editor.

   To update a standard form:

   See Configuring a dynamic view.

3. To save time and resources, perform any of the following steps:

   • Reuse fields from your data model.

   • Reuse another form by embedding it in your form.

4. Create new fields to add to your form, based on the type of information that you are collecting.

   You can create the following types of fields:

   • Single-value

   • Field group

   • Repeating field group

   • Data reference

5. Change the presentation of fields, based on the way that users interact with the fields at run time.

   The following fields support more than one presentation:

   • User reference

   • Data reference

6. Add validation to the form to restrict the values that users can provide.

You can test your changes by creating a case and processing the step in the life cycle that is associated with the form.

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