Configuring a data reference on a form

After you add a data reference to a form, you can configure the way that it prompts users for input. For example, you can configure the Vehicle data reference to display as a drop-down list of cars or as an autocomplete that returns a list of cars that match the value enter by the user.

1. In the Explorer panel, click Case types, and then click the case type that you want to open.
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 data reference.
6. Select and configure a method for prompting users.

   • To prompt users with a list of choices:

     1. Select Drop-down list from the How do you want to select records for this field? list.

     2. Select a property name in the Select using the following field list.

        The value of this property is used to populate the results in the drop-down list.

   • To prompt users with a list of choices that updates as they type:

     1. Select Search from the How do you want to select records for this field? list.

        A list of fields that are defined in your data type is displayed.

     2. Click the Delete icon to remove a field from the list.

        Each field in the list represents a column that is displayed in the results that are returned by the autocomplete field.

     3. Drag a field to change its position in the list.

7. Click OK.