Adding field group lists to forms

To create comprehensive forms, you can categorize related values in a single data structure by adding a field group list to your form. For example, you can create a list of related fields to capture a job applicant's previous employers, and proposed employment start and end dates. Customer service representatives then complete the information when they advance the case in the hiring process.

  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle.
  3. In the Case life cycle section, click an assignment or an approval step.
  4. In the Step properties panel, click Configure view.
  5. In the dialog window, click Add field.
  6. In the Field text box, enter a name for the field.
  7. In the Type list, select Field group (list).
  8. Define the fields in the field group list:
    Choices Actions
    Reuse a field group list
    1. In the last column, select a field group list that you want to reuse.
    2. To customize the list by adding more fields, click Add fields.
      For more information, see Adding single-value fields to forms.
    Create a field group list
    1. In the Field column of a new row, enter a name for the field.
    2. In the Type list, select a type for the field, for example Date only.
    3. In the Options field, select a display mode for the field.
      Fields can be Optional, Required, Read-only, and Calculated (read-only).
    4. Optional: To add more fields, click Add field, and then repeat steps 8.a through 8.c.
  9. Click Submit.