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.

Some advanced field types, such as Java Object, are not supported by default. To add advanced fields to a form, you must manually update the underlying section rule for the form.

To add a single-value field to a form:

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 + Add field.

6. 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.

7. From the first list, select a field type in the Simple or Fancy category.

8. From the second 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.

9. Optional: To view the available options for a field, click the Gear icon.

   Some single-value fields, such as picklists, require configuration before they are fully functional.

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

11. Click Submit to create a property that stores the value of the field.

    The name of the property is set to the label that you provide, with spaces removed.

After you add a field to a form, you can reuse the field because it is part of the data model for your case type.

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