US-002: Configure the Create View

As a customer, I want to select one of my accounts so that I can transfer balances with as few errors as possible.

US-002 Description

Configure the Create Step View to delete the Primary Fields View and add a data reference field named Balance transfer account that is a single record and is sourced from the preconfigured Account data object. Configure the Balance transfer account data reference field to show additional details by creating a View named Balance transfer account - default that displays the following fields, which are already defined for the data object:

  • Credit limit
  • Current balance
  • First name
  • Last name

Configure the data reference field as an Autocomplete field that displays the account number field.

Note: During development, account numbers are selected from a list to test application functionality. Once the Case Type is fully configured, a different development team integrates the Case Type into the U-Plus website and passes the account number to the Case Type.

US-002 Acceptance criteria

  • The user can select an account number from an autocomplete control in the Create View.
  • When an account number is selected, the Create View displays four fields: Credit limit, Current balance, First name, and Last name.

However, getting the below 2 errors:

The Create view has a data reference field Balance transfer account that refers to the Account data object field.

0/25

Expected screenflow Assignment label to be Create But found No Result

and

The Create view displays the following fields when an account number is selected: Credit Limit, Current Balance, First name, Last name.

0/25

View named AUTOMATIC was NOT found