In Case Management Studio, the due date utilities, objects and interfaces are dependent on the SLA field that is configured when creating a case type.
For my use case, I would like a user entered due date(from data intake form) to be set as due date( and connect to the calendar interface, show overdue message etc).
What is the best way to achieve this? Similarly, I would like a user entered "Assignee" to be saved and used instead of the default field.
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zainabm725105 said: I would like a user entered due date(from data intake form) to be set as due date
Hello zainabm725105
This cannot be done via the intake forms instead you can perform using the update details action in the details section of the summary. But if your requirement is to perform in such a way edit the studio generated object (Interface/Intake form) as per your requirement.
The assignee part can also be done if you are willing to edit the intake form via designer. Once the changes(addition of new Components) are made in the designer, these can only be updated in the designer and not in the studio.
Thanks Chaitanya, my initial guess was to use a!save and save the value of user entered due date into the CMGT_Case.dueOn field( which is pre-defined with CMS). This due date is being used in many other objects, so I am not sure which ones to make changes in.
I am new to Appian, is there a documentation somewhere that has steps to customize it this way?
Yes, but your intake forms will be specific to your case type. So it shouldn't be a problem. Make sure you are updating the interface in the CMGT Studio Generated Object. CMGT_Category_CategoryName_CaseTypeName_IntakeForm would be interface naming.