Adding a single-value field to a form

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.
  1. In the navigation panel, click Case types, and then click the name of a case type.
  2. On the Workflow tab, click Life cycle.
  3. Click an assignment or an approval step.
  4. Click Configure view.
  5. Click + Add field.
  6. In the text field that is displayed, enter a unique label.
    Labels can contain spaces.
  7. From the first list, select a field type in the Simple or Fancy category.
  8. From the second list, select a display mode that is supported by your field type.
    • Optional — Users do not need to enter a value in the field to submit the form.

    • Required — Users must enter a value in the field to submit the form.

    • Read-only — Users can view the value in the field but cannot edit it.

    • Calculated (read-only) — Users do not enter values in the field, because a declare expression determines the value at run time.

  9. 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.

  10. Optional: Drag a field to change its position on the form.
  11. Click Done.

After you add a field to a form, you can reuse the field because it is part of the data model for your case type.