Adding a data reference list to your data model

Add a data reference list to your data model to refer to data records for a data type.

  1. Access the data model for a data type or a case type, based on how the field will be used in your application.
    • To view fields in a data type:
      1. In the explorer panel of Designer Studio, click Data to display the Data Explorer.
      2. Click the name of a data type.
      3. Click the Data model tab.
    • To view fields in a case type:
      1. In the explorer panel of Designer Studio, click Cases to display the Case Type Explorer.
      2. Click the name of a case type.
      3. Click the Data model tab.
      4. Optional:To display fields that are inherited by your application, click Show reusable fields.
  2. Click + Add field.
  3. In the Name column, enter a label for the field. You can modify the identifier that is automatically generated in the ID column.
  4. In the Type column, select Data reference (list) from the list of options.
  5. In the Options column, press the Down Arrow key and select a data type that has data records defined. Alternatively, you can create a new data type by clicking New but you must also create a corresponding data page for this data type.
  6. Click the Gear icon in the row of the data reference list.
  7. In the Edit options dialog box, define how the data reference list is populated.
    • To populate the data reference list with data records from a single data page. Follow these steps to display a list of read-only fields at run time. For example, you can prompt users to select an office name from the data reference list when they schedule an appointment.
      1. In the Data to reference list, select A list.
      2. In the Data Page field, press the Down Arrow key and select a data page that contains data records.
      3. Click Submit.
    • To populate the data reference list with data pages: Follow these steps to display a list of autocomplete fields at run time. For example, you can prompt users to create a list of products to purchase by selecting inventory items from the data reference list.
      1. In the Data to reference list, select An item.
      2. In the Data Page field, press the Down Arrow key and select a data page that contains data records.
      3. Click Submit.
  8. If you are updating the data model for a case type, click Save.