Case Fields

Navigate to App Designer and select Case Type Features then Case Fields.

The Case Fields settings configure the case type fields, as well as various restrictions placed on these fields.

Data Model

The Data Model configuration allows you to create and manage fields specific to a case type. Through this screen, you can add custom fields, edit existing fields, and inherit application-level fields into the case type data model.

To access the Data Model, click Data Model from the Case Fields section on the Case Type Dashboard.

The following toolbar actions are available on the Data Model screen:

Action	Description
Inherit Base Model	View and inherit application-level fields into the case type data model.
Add Group	Add a new repeating field group to the data model.
Add Field	Add a new field to the Non-Repeating Fields table.
Edit	Edit the selected field or group.
Copy	Create a copy of the selected field.
Delete	Delete the selected field or group.
Back	Return to the Case Type Dashboard.

Non-Repeating Fields

The Non-Repeating Fields table displays individual fields configured for the case type. A search box above the table allows you to filter fields by name. The table includes the following columns: Field Name, Type, Field Level, Audit Enabled?, and Search Enabled?

Add Field

Click Add Field in the toolbar to open the Add Field modal. Complete the following fields and click Save to add the field to the Non-Repeating Fields table.

Field	Description
Field Name	Required. Enter a name for the field. Maximum 150 characters. The field name must be unique within the data model.
Type	Required. Select the field type from the dropdown: Text - Single Line, Text - Multiple Lines, Date, Checkbox, Dropdown, Signature, or File Upload.
Field Level	The level at which the field is available. Default: Case Type.
Audit Enabled?	Enable audit tracking for changes to this field. Default: No.
Search Enabled?	Include this field in search results. Default: Yes.

Edit Field

To edit a field, select the field row and click Edit in the toolbar. The Edit Field opens with the current field values pre-populated. Modify the values as needed and click Save to update the field. The table row updates immediately.

Delete Field

To delete a field, select the field row in the table and click Delete in the toolbar. Click OK to confirm or Cancel to keep the field.

Search Fields

Use the search box above each table to filter fields in real time. The search matches against the Field Name column and is case-insensitive.

Repeating Fields

The Repeating Fields table is displayed below the Non-Repeating Fields table. It includes the following columns: Field Name, Type, Field Level, Audit Enabled?, and Search Enabled?. Use the Add Group toolbar action to create repeating field groups.

Inherit Base Model

Inherit Base Model allows you to view and inherit the application fields that are available to use within the case type. A window pops up where you can select the application fields you wish to use. If you select a repeating field, the repeating field group is also automatically inherited by the case type data model.

If you want to remove an application field from the case type data model, deselect the field from the Inherit Base Model window. After saving, the fields are removed from the case type data model. You can also use the Delete button to delete the field.

For general data model configuration details that apply across all case types, see General Features – Base Model.

Only users with the System Administrator role can add, edit, copy, and delete fields in the Data Model.

Field Security

Field Security configuration allows you to restrict specific fields to only be accessed by certain user groups.

Configure field security settings for permission sets in the application interface.

The following options are available under the Configure Field Security screen:

Field	Description	Image
New	Create a new permission set · Name: The name of the permission set · Internal Name: The internal name will populate based on what is entered as the Name · Available Fields / Restricted Fields: You can select which fields will be restricted; these fields will then only be accessible to the groups that are granted permission to them · Available Groups / Allowed Groups: Select which groups will be allowed to access the restricted fields
Edit	Edits the selected permission set. You can change all fields of the permission set.
Delete	Delete the selected permission set

Field

Description

Image

New

Create a new permission set

· Name: The name of the permission set

· Internal Name: The internal name will populate based on what is entered as the Name

· Available Fields / Restricted Fields: You can select which fields will be restricted; these fields will then only be accessible to the groups that are granted permission to them

· Available Groups / Allowed Groups: Select which groups will be allowed to access the restricted fields

Form for creating a new permission set with fields and groups listed.

Edit

Edits the selected permission set. You can change all fields of the permission set.