Configuring a data reference on a form

After you add a data reference to a form, you can configure the way that it prompts users for input. For example, you can configure the Vehicle data reference to display as a drop-down list of cars or as an autocomplete that returns a list of cars that match the value enter by the user.

To configure a data reference:

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

2. On the Workflow tab, click Life cycle.

3. Click an assignment or an approval step.

4. Click Configure view.

5. Click the Gear icon in the row of the data reference.

6. Select and configure a method for prompting users.

   To prompt users with a drop-down list:

   1. Select Drop-down list from the How do you want to select records for this field? list.

   2. Select a property name in the Select using the following field list.

      The value of this property is used to populate the results in the drop-down list.

   To prompt users with an autocomplete field:

   1. Select Search from the How do you want to select records for this field? list.

      A list of fields that are defined in your data type is displayed.

   2. Optional: Click the Delete icon to remove a field from the list.

      Each field in the list represents a column that is displayed in the results that are returned by the autocomplete field.

   3. Drag a field to change its position in the list.

7. Click OK.

At run time, users are prompted to select a data record, based on your configuration. A key value for the selected data record is stored in the property that is associated with your data reference field.

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