Question

IN
Last activity: 15 Jul 2025 11:16 EDT
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.
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