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Updating data in a case by using savable data references

Updated on April 6, 2022

To ensure that the data you are using in your case is up to date, add savable data references to a collect information step in a case type. With savable data references, you can easily make updates to data that is not part of your case.

Before you begin:
  1. Create a case type. For more information, see Creating a top-level case type.
  2. Add a field to a case type and reference a savable data page. For more information, see Creating fields for capturing data.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click the collect information step.
  3. In the Step pane, click Configure view.
  4. Click AddFields.
  5. Select a savable data reference from the list, and click Add.
  6. Click Submit.
    Result: The Data reference section is displayed in the Step pane on the Workflow tab.
  7. In the Step pane, in the Data reference section, click Add.
  8. Select a savable data reference from the list.
  9. Click Save.

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