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Customise your cases using Case Forms

Customise your cases using Case Forms

Case Forms are also called Custom Forms for Cases

  • Case Forms are used to create a case

  • You can design your own Case Forms so that they capture the fields you want to include whenever a new case is created

  • You can assign multiple Case Forms to a single project

  • You can assign a Case Form to multiple projects

Get started with Case Forms

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Create a Case
Create a Case
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Manage your Custom Forms
Manage your Custom Forms
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Create a new Case Form (aka a Custom Form for Cases)
Create a new Case Form (aka a Custom Form for Cases)
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Assign a Case Form to a project
Assign a Case Form to a project
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Replace an old Custom Form for Cases with a new version of it
Replace an old Custom Form for Cases with a new version of it
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Edit a field within a Case Form
Edit a field within a Case Form
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