Configuring a single-record reference field
Simplify the structure of your application by reusing data in different contexts. Case and data reference fields help you efficiently reuse resources without detailed knowledge about how the system stores data.
For example, in a mortgage application, a Get appraisal case reference can fetch data about the house appraisal if the user enters the ID of the related case.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the User interface tab, click the column-based view that you want to edit.
- In the Edit view section, click the Drill in icon next to the case or data reference field that you want to edit.
- In the Edit field pane, in the Mode
list, define whether you want to make the field read-only.
Important: Read-only fields support fewer configuration options - In the Display as list, choose the control that you want
to use with the field.
For example: Select Autocomplete. - In the Which field to show list, select the name of the
field that you want to display in the control.
For example: Select Case ID to source appraisal data by case number. - Optional: To display additional fields from the case, in the Show details
(optional) section, add and configure the My
details view.
For example: Create the following configuration: - Click Add, and then click .
- Click the Drill in icon.
- In the Edit view: My details pane, click Edit, and set the template to Details (one column).
- In the View label field, enter Details.
- In the Region A section, add the Value and Work status fields.
For more information about configuring fields, see Configuring column views.
In this scenario, when you select a case from the Get appraisal autocomplete list, the Details section populates with information from the appraisal case.
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