Adding single-value fields to forms
Collect specific, single pieces of information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.
- Navigate to a place where you want to add a single-value field:
Choices Actions Add a single-value field to a case type - 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 box, click Add field.
Add a single-value field to a data object - In the navigation pane of App Studio, click Data.
- Click the data object that you want to open.
- On the Data model tab, click Add field.
- In the dialog box, in the Field name field, enter a unique name for the field.
- In the Type list, define a field type:
Choices Actions Add a text paragraph to the form - In the Type list, select Text (paragraph).
- Click the Configure paragraph icon.
- In the dialog window, in the Display as list, define whether to display the paragraph as plain or rich text.
- Click Submit.
Add a picklist to the form - In the Type list, select Picklist.
- Click the configure options icon.
- In the dialog window, in the Display as list, define a display mode for the picklist.
- In the Picklist options list, define choices for the
picklist.
- To create your own choices, select Local, and then click Add choice.
- To source the choices from a data page, select Data
page, and select a data page from the list.
Then, choose the identifier field and the display field.
- Click Submit.
Add an attachment field to the form - In the Type list, select Attachment.
- Click the Choose the attachment category icon.
- In dialog window, in the Attachment category list, select the category.
- Click Submit.
Add a user reference to the form - In the Type list, select User reference.
- Click the Configure user reference icon.
- In the dialog window, in the Select record using list, define whether users can search for a user ID by using a search box or a drop-down list.
- Click Submit.
Add a location field to the form - In the Type list, select Location.
- Click Submit.
- If you are adding fields to a case type in App Studio or Dev Studio, in the Options list, define a display
mode for the field:
- To indicate that users can optionally complete the field, select Optional.
- To indicate that users need to provide the value in the field, select Required.
- To indicate that users can only view the field, select Read-only.
- To indicate that users can only view the field and an application determines the value at run time, select Calculated (read-only).
- Click Submit.
Previous topic Adding fields Next topic Creating a calculated field