Edit a Case Form

Owned by Matt Kepple
Last updated: Aug 25, 2022
2 min read

You can edit a Case Form (also called a Custom Form for Cases) but there are restrictions if the Custom Form has already been used to create one or more cases

Restrictions

 

If the Custom Form has been used by one or more contacts

If the Custom Form has not been used by one or more contacts

 

If the Custom Form has been used by one or more contacts

If the Custom Form has not been used by one or more contacts

Add a field to the Case Form

Yes

Yes

Remove a field from a Case Form

If the field you want to remove has been used by one or more contacts or cases, you cannot remove it. Instead you should replace it with a new version of the Custom Form.

If the field has not been used, you can remove it

Yes

Change the position of a field in the Case Form

Yes

Yes

Edit a field within a Case Form

Follow the instructions to edit a field within a Case Form

Steps

  1. Click More in the top menu

  2. Select Control Panel

  3. Select Custom Forms for Contacts

  4. Press Manage fields next to the form you want to edit

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

  6. From here you can

    1. click Create Field to create a new field

    2. or select a field from the list shown

    3. or use the Search bar to find an existing field

  7. Once you have selected fields, they appear on the right

  8. You can press the Remove button to remove them or the arrows to change the order of those fields

  9. You don’t need to press Save. Every edit you make to the form is instantly saved in the background