Embedding data in a case
Manage your resources more efficiently by embedding data and connecting information directly to a case. Consequently, you avoid sourcing data from any other object. Embedding relevant data directly in a case if the case is the only object that uses this piece of information helps you to organize data in your application in a more transparent way.
For example, you can create an Address field and embed that field in a case type if this case type is the only element in your application that uses the information from the Address field.
To embed data in a case, you create a data field that
stores the relevant information. You can add a data field to the following interfaces:
- Your case type data model. For more information, see Configuring a data model for a case.
- A form in a view for a step in your case type for applications that do not use Cosmos React. For more information, see Adding single-value fields to forms.
- Your application visual data model. For more information, see Viewing an application data model.
- A data model of a data object. For more information, see Viewing the data model for a data object.
- Navigate to a place where you want to add a field:
Choices Actions Add a field to a case type data model - In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Data model tab, click Add field.
Add a field to a form in a view of a non-Cosmos React application - 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, in the Case life cycle section, click an assignment or an approval step.
- In the Step properties pane, click Configure view.
- In the dialog box, on the Fields tab, click Add field.
Add a field to an application visual data model - In the navigation pane of App Studio, click Data.
- In the Data model section, click View.
- In the data model, click a data object for which you want to create a data field.
- In the list of fields, click Create new field.
Add a field to a data object - In the navigation pane of App Studio, click Data.
- In the Data objects column, click the data object that you want to open.
- On the Data model tab, click Add field.
- In the field configuration dialog box, for the Field name parameter, enter a unique label for the field.
- In the Type list, select Embedded data.
- In the Data object list, define a data object to store
data:
Choices Actions Create a new data object - In the list, select Create a new data object.
- In the Data object name field, enter a descriptive label for the data object.
- Click OK.
Reuse a data object In the list, select a data object that stores the relevant data that you want to embed in the case type. The list contains all data objects from your application.
- In the Options list, define how you want to store the
fields from the data object:
- To create one entry for all the fields from the data object, select Single record.
- To create a list of separate entries for the fields from the data object, select List of records.
- Optional: To provide additional information about your data field, expand and complete the
Advanced section:
- To provide a different ID than the autogenerated ID, in the ID field, enter a new value.
- To provide additional information about the field, in the Description text box, enter additional details.
- Save your data field:
- To save the field and instantly define another field, click Submit & add another.
- To save your field and return to the configuration view, click Submit.
- Click Save.
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