Adding single-value fields to forms
Collect specific information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- In the Case life cycle section, click an assignment or an approval step.
- In the Step properties panel, click Configure view.
- In the dialog box, click Add field.
- In the Field text box, enter a unique name for the field.
- In the Type list, define a field type:
- To create a field that contains scalar properties, select a type from the Simple section.
- To create a field that contains complex and custom properties, for example attachments, select a type from the Fancy section.
- If more configuration options are available, 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 dialog window, in the Display as list, define whether to display the paragraph as plain or rich text.
- Click Submit.
Add a picklist to the form - In the Type list, select picklist.
- Click the configure options icon.
- In the dialog window, in the Display as list, define a display mode for the picklist.
- In the Picklist options, define choices for the
picklist.You can create your own choices or source them from a data view.
- Click Submit.
Add an attachment field to the form - In the Type list, select Attachment.
- Click the Choose the attachment category icon.
- In dialog window, in the Attachment category list, select the category.
- Click Submit.
Add a user reference to the form - In the Type list, select User reference.
- Click the Configure user reference icon.
- In the dialog window, in the Select record using list, define whether users can search for a user ID by using a search box or a drop-down list.
- Click Submit.
- In the Options list, define a display mode for the field:
- To indicate that users can optionally complete the field, select Optional.
- To indicate that users need to provide the value in the field, select Required.
- To indicate that users can only view the field, select Read-only.
- To indicate that users can only view the field and an application determines the value at run time, select Calculated (read-only).
- Click Submit.
- Configuring a user reference on a form
After you add a user reference to a form, you can configure the way that users interact with it. For example, you can display the list of users in your application as a list or as an autocomplete that returns a list of search results.
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