Creating a field group

To more effectively organize the information in your case, add a field group to store the values of a group of related fields. For example, you can capture the first name, last name, and address of a person in the Prospective Client field group.

1. In the navigation pane of App Studio, click Case types.

2. Under Case types, click the name of a case type.

3. On the Data model tab, click + Add field.

4. In the Name column, enter the name of the new field.

5. In the Type column, select Field group.

6. Define the fields in the field group.

   • To reuse the data object fields, in the Options column, choose a data object from the list.
   • To define new fields:
     1. Select a data object from the list, and then click the data object name to open the data model.
     2. On the Data model tab, add fields to the data object.
     3. Click Save.

7. On the Data model tab of the case type, click Save.