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Configuring a user reference on a form

After you add a user reference to a form, you can configure the way that users interact with it. For example, you can 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 explorer panel of Designer Studio, click Cases and then click the name of a case type.

  2. On the Life cycle tab, click an assignment or an approval step.

  3. Click Configure view.

  4. Click the Gear icon in the row of the user-reference field.

  5. Select a control type from the list that is displayed.

    Options include:

  6. Click OK.

At run time, users are prompted to select or search for an existing user, based on the control type that you provide. The result, a user ID, is stored in the property that is associated with your user-reference field.