You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

This is a FAQ for existing users who have been using case management without Easy References.

How do Easy References change my app building workflow?

Easy References make it a whole lot easier to reference case properties in a form, effectively getting rid of the "loading" step. See this blog for a detailed outline.

Do Easy References affect how I save questions to the case as case properties?

No, this workflow is unchanged.

Can I use Easy References with Child cases?

Easy References work with parent/child relationships for up to two levels of referencing. The case properties window will display case properties of the child case, its parent, and even its grandparent if that exists.

See our handy hashtag reference cheat sheet for more information.

Do Easy References work with the user case?

No, unfortunately Easy References do not yet work with the user case. You will still need to "load" user case properties into the form for now. We hope to have Easy References for the user case soon!



  • No labels