Add a single-value field to a form to collect an individual piece of information from users as they process a case. For example, you can add a
Phone
field type to a form that prompts users to enter their home telephone number.
Note:
Some advanced field types, such as
Java Object, are not supported by default. To add advanced fields to a form, you must manually update the underlying section rule for the form.
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In the Explorer panel, click Case
types, and then click the case type that you want to open.
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On the Workflow tab, click Life cycle.
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Click an assignment or an approval step.
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Click Configure view.
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Click + Add field.
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In the autocomplete field that is displayed, enter a unique label.
Do not use px, py, or pz prefixes in a label because they are reserved.
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From the first list, select a field type in the Simple or
Fancy category.
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From the second list, select a display mode that is supported by your field type.
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Optional — Users do not need to enter a value in the field to submit
the form.
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Required — Users must enter a value in the field to submit the form.
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Read-only — Users can view the value in the field but cannot edit
it.
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Calculated (read-only) — Users do not enter values in the field,
because a declare expression determines the value at run time.
- Optional:
To view the available options for a field, click the Gear icon.
Some single-value fields, such as picklists, require configuration before they are
fully functional.
- Optional:
Drag a field to change its position on the form.
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Click Submit.
A property is created to store the value of the field. The property name is set to the
label that you provide, with spaces removed.