Adding data references to forms
Enhance your case processing by providing users with a list of data records that they can choose from when they complete a form. By using data references, you integrate the data with the cases in your application.
For example, you can reference the Vehicle data object on an accident claim form to display a list of car models.- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- In the Case life cycle section, click an assignment or an approval step.
- In the Step properties panel, click Configure view.
- In the dialog window, click Add field.
- In the Field text box, enter a unique name for the field.
- In the Type list, select Data reference.
- In the Options list, define the display mode for the data
reference:
- To indicate that users can optionally complete the field, select Optional.
- To indicate that users need to provide a value in the field, select Required.
- To indicate that users can only view the field, select Read-only.
- In the list that appears, select a data object that you want to use.
- In the View section, define a view for the data object:
- To reuse a case view, select the name of the view.
- To create a new view, select Create new view, click Open, and then add fields to the view.
- To create a new default view, select Create default view, click Open, and then add fields to the view.
For more information about adding fields, see Adding single-value fields to forms - Configure a method for selecting prompt options by clicking the Change the
search fields icon, and then performing one of the following actions:
Choices Actions Provide a search box - In the Select record using list, select Search box.
- In the Search in the following fields list, select a field that you want to include in the prompts.
- Optional: To include more fields in the prompts, click Add search field, and then repeat step 11.b.
- Click Submit.
Provide a list - In the Select record using list, select Drop-down list.
- In the Select using the following field list, select a
field that you want to use.A value from this field populates the drop-down list.
- Click Submit.
- Click Submit.
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