Configuring a data model for a case
Configure a data model to define the data that you want to use in a case. For example, to include a user email address in a case, add an email address field to the data model.
- Create a case type. For more information, see Creating a top-level case type.
- If you want to create a data model for a questionnaire, create the questionnaire first. For more information, see Creating a questionnaire.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Data model tab, click Add field.
- In the field configuration dialog box, in the Field name
field, enter a descriptive name.
For example: Enter Email address. - In the Type list, select a field type.
- If more configuration options are available for the field type that you select,
perform the following actions for a field:
Choices Actions Add a text paragraph to the form - In the Type list, select Text (paragraph).
- Click the Configure paragraph icon.
- In the Display as list, define
whether to display the paragraph as plain or rich
text.
Result: The following figure shows a rich text paragraph at run time that users can use to describe symptoms while booking a doctor's appointment in an application: Rich text paragraph
Add a picklist to the form - In the Type list, select picklist.
- In the Display as list, define a display mode for the picklist.
- In the Picklist options list, define
choices for the picklist.You can create your own choices or source them from a data page.
- If you add your own choices, click Add choice, and then provide an option for users to select.
- If you use a data page to provide choices, select the data
page that you want to use.
Result: The following figure shows a picklist with radio buttons at run time that users can use to select an office location: Picklist
Add an attachment field to the form - In the Type list, select Attachment.
- In the Attachment category list,
select the category.
Result: The following figure shows an attachment field at run time that users can use to add documents to a case: Attachment field
Add a user reference to the form - In the Type list, select User reference.
- In the Display as list, define
whether users can search for a user ID by using a search box
or a drop-down list.
Result: The following figure shows a user reference field at run time configured as a search box that users can use to select a doctor while booking an appointment in an application: User reference field
Add a field to capture data For more information about adding a field to capture data, see Creating fields for capturing data. - Click Save.
Previous topic Configuring fields Next topic Configuring field behavior