Data Fields are used to store key survey data with a case.
Within the Data Fields setup, you can define the labels that can be used to store this information. For example, you can define commonly used data such as name, phone number and email address as in the illustration below.
A project allows up to 100 data fields to be defined.
Adding a Data Field
To add a data field, simply use one of the preallocated data fields. Select the Label text to edit the label, or select the edit icon . Select Save to commit the change.
Note: You can add a maximum of 100 data fields. Contact your account manager if you need additional data fields.
Editing a Data Field
To edit a data field, select the Label text to edit the label, or select the Edit icon . Select Save to commit the change.
Understanding How Data Fields are Updated
Survey data is mapped to a designated data field as part of a case trigger and is copied when the case is created.
Note: If survey data changes after the case is created, the data fields are also updated accordingly. Note that there can be a delay in this update process. While Forsta Plus is a single system, for performance and scalability reasons survey data collection is highly optimized, and notifications to other modules to update can take a few moments.
How are Data Fields used in a Project?
Data fields are visible for users while managing a case. These fields are typically shown using the Case Response Widget