Designing Case form approach

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Posted on by Sandesh G

Dear All,

We have 9 Case Categories and at least 5 case types under each category, so total we have 45 case -types to handle.

To accommodate this we have decided to have individual custom entities for each category i.e 9 custom entities with respective attributes for case types under it

On main case form we will have lookup in parent section, which will display respective entity main form using Form component in below section

So would like to understand is it possible to have Form component for creating case record, as case has not yet created and there is no regarding field associated with related category entity.

Also can any of the field from Form component be used in BPF of Main case form?

The reason we decided to have separate entities is due to Entity limitation, as it can have max 300 attributes, and same can be too exhaustive to manage with future enhancement.

So also would like to understand if any better approach we can take to address the case form design.

Thank you

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a33ik 84,323 Most Valuable Professional on at

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RE: Designing Case form approach

My recommendation is to use just one entity for everything. I'm not fully what's wrong here.
Sandesh G 30 on at

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RE: Designing Case form approach

Thanks Andrew for your feedback and suggestion on this, any possible approach which we can considered here.
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a33ik 84,323 Most Valuable Professional on at

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RE: Designing Case form approach

Hello,

If the related record (your custom entity/entities) doesn't exist yet - you can't use it in Form Component.