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.
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 window, click Add field.
In the Field text box, enter a name for the field.
In the Type list, select Field group (list).
Define the fields in the field group list:
Choices Actions Reuse a field group list
In the last column, select a field group list that you want to reuse.
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
In the Field column of a new row, enter a name for the field.
In the Type list, select a type for the field, for example Date only.
In the Options field, select a display mode for the field.
Fields can be Optional, Required, Read-only, and Calculated (read-only).
- Prioritizing information in tables
Ensure that important information is always displayed by specifying which columns have the top priority.
- Building forms for case types
You capture user input in a case by building forms. When you create, configure, and organize relevant fields in a form, you can clearly communicate to users the tasks that they need to perform to process an assignment in a case.
- Reusing fields on forms
Save time and build forms that are convenient to maintain by referencing fields on other, existing forms. For example, you can reuse a field group to capture different user details on a new form, such as name, surname, mailing address and phone number, instead of creating separate fields for each item.
- Storage and display of fields