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Configuring a single-record reference field

Updated on October 17, 2022
Applicable to Cosmos React applications

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.

Before you begin: Add a single-record data or case reference field to a view. For more information, see Adding data references to forms and Configuring column views.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the User interface tab, click the column-based view that you want to edit.
  3. In the Edit view section, click the Drill in icon next to the case or data reference field that you want to edit.
  4. 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
  5. In the Display as list, choose the control that you want to use with the field.
    For example: Select Autocomplete.
  6. 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.
  7. 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:
    1. Click Add, and then click ViewMy details.
    2. Click the Drill in icon.
    3. In the Edit view: My details pane, click Edit, and set the template to Details (one column).
    4. In the View label field, enter Details.
    5. In the Region A section, add the Value and Work status fields.
    For more information about configuring fields, see Configuring column views.
For example:

In this scenario, when you select a case from the Get appraisal autocomplete list, the Details section populates with information from the appraisal case.

Sample reference field configuration
The case reference field is an autocomplete field with an attached view that includes the value and work status fields.

Tags

Pega Platform 8.6 User Experience

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