Defining case data

The default fields are a good starting point. Leave them as they are. I will explain how to add the following fields to enable proper data management:

• Description: A paragraph to describe the improvement
• Department Manager: The manager responsible for the implementation
• Department: The name of the department in which the improvement would need to be implemented

The default fields are shown in the following screenshot:

Figure 1.13 – Predefined default fields

For each field, you define the name, a data type, and whether it is required or not. Some fields have additional options, which we will have a look at later.

Let's follow the next series of screenshots to add these three fields, as follows:

1. Click the New Field button, as indicated in the following screenshot:

Figure 1.14 – Adding a new field

2. Enter and select Paragraph for the data type, as highlighted in the following screenshot:

Figure 1.15 – Paragraph type

3. Add another field and enter Department Manager for the label and select User as the type, as highlighted in the following screenshot:

Figure 1.16 – User type

4. Name the last field Department and give it the type of Text.
5. After adding the three fields, let's look at how the form and the dashboard will look. Click the PREVIEW FORM button to do so, as illustrated in the following screenshot:

Figure 1.17 – All fields added

Appian will display a preview of the form, and you can already enter data to see whether it fits your requirements, as indicated in the following screenshot:

Figure 1.18 – Form preview

6. Click the DASHBOARD button highlighted in Figure 1.17 to switch to a preview of how the screen for each improvement will look. This is the result:

Figure 1.19 – The dashboard preview

7. Click the CLOSE button to close the review screen, followed by CONTINUE to get to the next step.