/
Create a new Case Form (aka a Custom Form for Cases)

Create a new Case Form (aka a Custom Form for Cases)

You can create new Case Forms

Steps

  1. Go to the Manage Custom Forms page

  2. Click the CREATE button

  3. You arrive on the New Custom Form page

  4. Enter the name of the new Case Form

  5. In the Custom Form for dropdown list: select Case

  6. Click Save

  7. You arrive on the Manage Fields page for your newly created Case Form

  8. Use the left panel to

    1. select existing fields to add to your Case Form

    2. Create new fields to add to your Case Form

  9. Changes are saved as you go along, there is no Save button on this page

  10. Once you are finished, press the Back to Organisation’s Custom Forms button in the top left of the page or press the Home button

 

Related content

Assign a Case Form to a project
Assign a Case Form to a project
More like this
Create a Case
Create a Case
More like this
Manage your Custom Forms
Manage your Custom Forms
Read with this
Add an existing field to a Case Form
Add an existing field to a Case Form
More like this
Cases
Read with this
Customise your cases using Case Forms
Customise your cases using Case Forms
More like this