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

Owned by Matt Kepple
Last updated: Nov 22, 2021
1 min read

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