Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to the Manage Custom Forms page

  2. Select the Preferences button for the Case Form

  3. Select the project(s) that you want the Case Form to be available on. Remove any projects that you don’t want the Case Form to be available on.

  4. Go to the Project Preferences page of each project you want to use that Case Form on

  5. On the Project Preferences page, ensure that the Enable Cases tick box is ticked

  6. By default, only Project Managers and Organisation Admins can create Cases. To enable Project Reporters to create cases, add their names in the Who else can create cases text box on the Project Preferences page

  7. Press Save