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You can add a Case Form
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You must first have created a Custom Form for Cases before you can to one or more projects from the Manage Case Forms page
When your colleagues create a case within a particular project, they are able to choose any Case Form that has been added to that project
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You must create at least one Case Form before you can assign a Case Form to a project |
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Cases must be enabled in every project you want to assign the Case Form to |
You must be an Organisation Admin to assign a Case Form to a project
Steps
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Select More in the top menu
A dropdown list appears
Select Control Panel
Scroll down until you see Custom Forms for Cases and Contacts
Select it
You arrive on the Manage Case Forms page
Select the Preferences button for next to the Case Form that you want to assign to one or more projects
Select the project(s) that you want the Case Form to be available on
Go to the Project Preferences page of each project you want to use that Case Form on
On the Project Preferences page, ensure that the Enable Cases tick box is ticked
- 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
Press Save