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Additional tasks for capturing and presenting data

The following related tasks are not covered in the challenge that accompanies this module. Please review this content, which identifies different use cases and describes procedures for completing these additional tasks. These tasks are in scope for certification. Your exam may include questions on these tasks.

Creating attachment, location, and user-reference fields

Attachment, location, and user-reference fields provide advanced functionality for how users interact with a form. For example, you can configure an attachment field to allow users to attach resumes to a case, or configure a location field to allow users to enter a shipping address with the aid of a map. You can also configure a user-reference field to display the list of users in your application as a list or as an autocomplete that returns a list of search results.

  1. In the navigation panel 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 field.
  5. In the Type column, select one of the following field types:
    • Attachment
    • Location
    • User reference
  6. Click the Gear icon to configure attachment or user-reference fields.
  • To configure attachment fields, complete the following steps:
    1. In the Attachment category field, select the category associated with the attachments that are uploaded by the user. By default, the attachment category matches the field name. For more information, see Attachment categories.
    2. Click OK.
  • To configure user-reference fields, complete the following steps:
    1. In the Select record using field, select a control type from the list.
      • Search box – Prompts users to search for an existing user by entering a full name or operator ID in an autocomplete field.
      • Drop-down list – Prompts users to select the full name of an existing user from a list.
    2. Click OK.
      Note: Location fields do not require additional configuration.
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