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Configuring a data model for a case

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Updated on February 2, 2022
Applicable to Cosmos React applications

Configure a data model to define the data that you want to use in a case. For example, to include a user email address in a case, add an email address field to the data model.

Before you begin:
  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 Data model tab, click Add field.
  3. In the field configuration dialog box, in the Field name field, enter a descriptive name.For example: Enter Email address.
  4. In the Type list, select a field type.
  5. If more configuration options are available for the field type that you select, perform the following actions for a field:
    ChoicesActions
    Add a text paragraph to the form
    1. In the Type list, select Text (paragraph).
    2. Click the Configure paragraph icon.
    3. In the Display as list, define whether to display the paragraph as plain or rich text.Result: The following figure shows a rich text paragraph at run time that users can use to describe symptoms while booking a doctor's appointment in an application:
      Rich text paragraph
      Text paragraph field with a rich text
                                                  editor.
    Add a picklist to the form
    1. In the Type list, select picklist.
    2. In the Display as list, define a display mode for the picklist.
    3. In the Picklist options list, define choices for the picklist.
      You can create your own choices or source them from a data page.
    4. If you add your own choices, click Add choice, and then provide an option for users to select.
    5. If you use a data page to provide choices, select the data page that you want to use.Result: The following figure shows a picklist with radio buttons at run time that users can use to select an office location:
      Picklist
      A field of a picklist type at run time.
    Add an attachment field to the form
    1. In the Type list, select Attachment.
    2. In the Attachment category list, select the category.Result: The following figure shows an attachment field at run time that users can use to add documents to a case:
      Attachment field
      Attachment field at run time.
    Add a user reference to the form
    1. In the Type list, select User reference.
    2. In the Display as list, define whether users can search for a user ID by using a search box or a drop-down list.Result: The following figure shows a user reference field at run time configured as a search box that users can use to select a doctor while booking an appointment in an application:
      User reference field
      User reference field at run time.
    Add a field to capture dataFor more information about adding a field to capture data, see Adding data references to forms.
  6. Click Save.
What to do next: Configure a view for your case type that includes the fields from the case type data model. For more information, see Configuring views for cases.
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