Relevant records

Relevant records describe the rules that refine the behavior, presentation, and definition of a case type or data type. They commonly designate records from an inherited class as important or reusable in a child class and to control the majority of the prompting and filtering in the settings for case types and data types.

Relevant records for a case type can include references to fields (properties), views (sections), processes (flows), or user actions (flow actions) that are explicitly important to your case. For example, fields marked as relevant define the data model of the case. Processes and user actions marked as relevant appear in prompts for case-type settings to encourage reuse. Views marked as relevant appear as reusable views.

For a data type, relevant records designate the most important inherited fields for that data type. These relevant records can include fields that are defined directly against the class of the data type and fields inherited from parent classes. View data types by their relevant records to see a complete and succinct data model for a data type.

You do not typically need to manually manage relevant records associated with a case or data type. Fields, views, processes, and user actions are automatically marked as relevant records when you create them in the context of a case type or data type.

Relevant records control design-time prompting and filtering in several areas of case types and data types.

Relevant records in Data Designer

  • The Designer Studio Data Designer provides the Show inherited and Show relevant records filter options.

  • The Data Designer in express mode displays only relevant (properties) for the selected data type, with an option to display or hide relevant fields defined at inherited classes.

New fields that you add to the data types in these areas are marked as relevant records.

Relevant records in case types

  • The Data model tab displays only relevant fields for the selected case type, with an option to display relevant fields defined in inherited classes.

  • On the Workflow tab, when you click Life cycle, select an assignment, and click Configure view, the Fields list sources fields(properties) from the relevant records on the current case type. The Views option sources the views (sections) from the relevant records on the case type. Additional fields that you add to a form are automatically marked as relevant for that case type.

  • On the Workflow tab, when you click Life cycle, click +Add Step, and select More in the step palette, the Processes list sources the processes (flows) from the relevant processes for the current case type. The User actions list sources the user actions (flow actions) from the relevant flow actions for the current case type. Additional user actions that you add to the case are automatically added to the relevant records for that case type.

  • The Views tab displays the views (sections) that are marked as relevant records for the current case type. Any additional views you create are automatically marked as relevant for the current case type.