Page Comparison

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1. First you need to get to the Manage Fields page of your Case Form

   1. Click More in the top menu

   2. Select Control Panel

   3. Select Custom Forms for Contacts

      

   4. You arrive on the Case Forms page

   5. Press the Manage fields button next to the Case Form you want to edit

      

   6. You arrive on that Custom Form’s Manage Fields page.

      1. Now you can create a new field to add to this Case Form.

      2. (If instead you want to add an existing field to your Case Form - search for it in the Search Bar as explained in this article)

         

2. Click the Create Field button to create a new field

   

3. The New Field section opens:

   

   1. Give your field a Name

   2. Select the Type of field you want it to be:

      1. Date for DD/MM/YYYY

      2. Time for HH:MM

      3. Time & Date for HH:MM on DD/MM/YYYY

      4. Small Text

      5. Large Text

      6. File Attachment

      7. Select - for List fields that appear as a dropdown list

4. Once you have created the field, press Add

   

5. This will move the field to the right side where it will appear at the bottom of your form

   

6. To reposition the field in your form, use the Up/Down arrows

7. You don’t need to press Save. Every edit you make to the form is auto-saved.

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