Skip to main content

Adding fields to a form

Suggest edit Updated on July 21, 2021

Collect specific information from users when they work on a case by adding fields to a form. For example, you can add a phone number field that prompts users to enter their personal and address details in the form.

Note: If your application without Cosmos React UI, complete the steps in Adding single-value fields to forms.
Before you begin: Prepare for working with the form:
  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 Workflow tab, click Life cycle.

  3. In the Case life cycle section, click an assignment or an approval step to which you want to add a field.

  4. In the Step properties panel, click Configure view.

  5. In the dialog window, click Add, and then select the field that you want to add to your form.

  6. In the row with the field name, click the Properties icon to configure the field settings, such as labels and visibility.

  7. Click Submit.

Did you find this content helpful? YesNo

0% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us