You can add an existing field to a Case Form (also called a Custom Form for Cases)

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How to do it

1. First you need to get to the Manage Fields page of your Case Form

   1. Click More in the top menu

   2. Select Control Panel

   3. Select Custom Forms for Contacts

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   4. You arrive on the Case Forms page

   5. Press the Manage fields button next to the Case Form you want to edit

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

      1. Now you can add a field to this Case Form.

      2. (If instead you want to create a new field and add that to your Case Form - press the Create Field button as explained in this article)

2. Either scroll through the library of fields on the left side

3. Or use the Search Bar to find the field you are looking for

4. Press Add to add your selected field(s) to your Case Form

5. This will move the field to the right side where it will appear at the bottom of your form

6. To reposition the field in your form, use the Up/Down arrows

7. You don’t need to press Save. Every edit you make to the form is auto-saved.

Related articles

• Edit a Case Form

• Add a new field to a Case Form