Configuring a user reference on a form

After you add a user reference to a form, you can configure the way that users interact with it. For example, you can display the list of users in your application as a list or as an autocomplete that returns a list of search results.

1. In the navigation panel, click Case types, and then click the name of a case type.
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 user-reference field.
6. Select a control type from the list that is displayed.

   • Search — Prompts users to search for an existing user by entering a full name or operator ID in an autocomplete field.

   • Dropdown — Prompts users to select the full name of an existing user from a list.

7. Click OK.