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 the user to create fields that used only for a single case type, and are not used throughout the application. Through this configuration, application-level fields can be accessed and used within the case type data model.

Configuration fields for case type, including non-repeating and repeating fields sections.

For details on configuring the Data Model, see the General Features – Base Model section.

Unique to the Case Fields Data Model is the Inherit Base Model feature. 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 the 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, you must deselelect the field from the Inherit Base Model window. After saving, the fields will be removed from the case type data model. Also, you can use the Delete button to delete the field.

Settings interface showing fields for inheritance options and their types.

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.

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

Delete

Delete the selected permission set

Click Save when you are done creating or editing a permission set.