Collecting information from a user

Create an assignment, which displays a form with fields, to collect information from a user.

Tip: To save time, review the existing forms for assignments in your application, because you must build a form for every new assignment that you create. For more information about reusing forms, see: Assigning a task to a user.
  1. In the navigation panel of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle.
  3. Hover over a process in a stage and then click + Step > Collect information.
  4. In the text field that is displayed, enter a unique name that describes the task.
  5. Identify the user or team who performs the assignment.
    • To assign the task to the user who last updated the case, from the Route to list, select Current user.
    • To assign the task to another user in your application, from the Route to list, select Specific user and enter values for the fields that are displayed. You can assign the task to a user, a user reference, the reporting manager of the user who last updated the case, or a case participant.
    • To assign the task to a team sharing a work queue, from the Route to list, select Work queue and select a team from the list that is displayed.
  6. Optional: In the Set case status field, press the Down Arrow key and select the status that is assigned to the case on entering this step, or enter a unique name to create a new status for the case.
  7. Click Save.
  8. Define the fields on the form that is displayed when the user performs the task.