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Turn on Cases

Turn on Cases

  • To enable cases to be created, you must turn on cases within the project(s) you want cases to be created within.

  • This is because every case belongs to a single project.

Turn on cases for several projects at once

  1. In your SideMenu select Settings → Templates → Projects Designer

  2. Scroll across to the Cases column and press Turn on for each project you’d like to create cases within

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  3. Then click See all (blue arrow) to add specific Case Forms to each project

    image-20260714-100210.png

If you need advanced options such as Automatic Launch for Cases and Conditions for Case Closure, go to the Project Preferences of the project(s) in which you need those settings applied.

Turn on cases for one project at a time

  1. Access the Project Preferences page of each project you want to enable cases on.

  2. You arrive on the Project Preferences page

     

  3. Tick the Enable Cases checkbox

  4. Once you tick this box, the Select who can create cases box appears

     

  5. Use this box to enter the names of Project Reporters of the project whom you want to permit to create cases. (By default, Project Managers automatically have permission to create cases)

  6. Once you enable the Cases, the option for the “Automatically launch the Create Case page when a contact is created” tickbox gets enabled and you can choose to enable or disable it.

    If you enable it, every time a contact has been created a Create Case page will be launched.

  7. Scroll to the bottom of the page and press Save

  8. You arrive on the Project page