Remove a Case Form from a project
- Matt Kepple
Case Form is the shortened term for “Custom Form for Cases”
You must first have created a Custom Form for Cases before you can remove a Case Form to a project
Steps
Go to the Manage Custom Forms page
Select the Preferences button for the Case Form
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.
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