Can we use Case reference data type inside embedded data type

User Experience
1

I need guidance on how to design and implement the following scenario:

Scenario:

  • There is a parent business case called “PrimaryCase”.
  • Each PrimaryCase contains multiple “Item” records (for example,components).
  • For each Item, a separate and independent case called “SecondaryCase” is created.
  • These SecondaryCase instances are NOT child cases of PrimaryCase.
  • All SecondaryCase instances run in parallel and are considered sibling cases.

Requirement:

  • Display data from multiple SecondaryCase instances inside the PrimaryCase user interface using component as filter to fetch SecondaryCases
  • The data should appear as embedded data not as a child case view.

Is there a way to build EmbeddedData.CaseReference.Property1 and display in views?

Or what is the best solution to implement!

Expected Mockup is given below:

Primary Case

Header details:

Property 1

Property 2

Property 3

Component Details (Secondary Case)

Component Component Status Component Classification Component Substitue
123456 Active XYZ NA
456789 Active ASD 45645645-A
2

hi, yes definitely using combination of embed data ( your list of items) and data reference (DR property on item pointing to a case) is powerful pattern and often used.

3

I just found out a video showing how to use embed data and data reference. In this use case:

  • Approvers is the Embed Data field - it give me table with add/delete/edit options ootb
  • Cost Center is a Data Reference field on Approvers page lists - using this one gives me Search and Select

Combination of both allowed me to achieve following business requirement:

Allow users to select multiple case approves by search on related cost centers.

4

Thanks Kamil for the reply however I am not looking for Data reference inside embedded data, I am looking for Case Reference inside embedded data.

So as not to maintain other case data here as duplicate just link it and show in embedded data

Since its a case reference it will be a read only inside my embedded data

5

@RenukaD9 The procedure that Kamil shows is the same for case reference. Using a case reference field in your embedded data object would allow you to achieve the outcome shown in the video above. Below is the approach working for case reference:

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6

Thanks Andreas for the reply I will try to implement and update here for everyone

7

It will work fine. You can think of Case Reference as subtype of Data Reference.

8

Hello Kamil! I am facing 2 problems with this implementation:

  1. I created an Report Definition and Data page. And I want to use a business property and not case ID as parameter for the data page, but when i save the property it gives error. “All class keys must be present in list of parameters”
  2. I want to add that case reference property in the embedded view. So if a Material is added in the row then that rows case reference field should populate the case ID.

Is this possible to implement?

9

regarding point 1, edit class definition and try adding this property as key on class.