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Initialize data at case creation with simple data transforms in App Studio (8.7)

Updated on March 1, 2023

Save time whenever a new case starts by configuring a simple data transform that initializes data for a case type in App Studio. As a result, your application preloads information that you might need at run time, such as location, and uses it to complete the fields when the case starts. For example, a sales application can preload the city field to provide offers that are relevant only for the residents of a particular city.

This enhancement saves time for citizen developers because the system can initialize data and prepopulate fields in a case, and for customers, who receive targeted service without entering their details every time. You configure a data transform for a case type so that the application can initialize data for each new case by authoring a simple data transform in the case type settings in App Studio, as in the following figure:

Accessing the Data initialization landing page from the case type settings menu.
Accessing the Data initialization landing page

For each field that you want to prepopulate, you either set the value manually or select another field as the source of the value. To configure more advanced data transforms, you switch to Dev Studio directly from the Data initialization landing page.

For more information, see Initializing data at case creation.

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