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Assign a Case Form to a project

Assign a Case Form to a project

You can add a Case Form to one or more projects from the Manage Case Forms page

  • When your colleagues create a case within a particular project, they are able to choose any Case Form that has been added to that project

You must create at least one Case Form before you can assign a Case Form to a project

Cases must be enabled in every project you want to assign the Case Form to

You must be an Organisation Admin to assign a Case Form to a project

Steps

  1. Select More in the top menu

  2. A dropdown list appears

  3. Select Control Panel

  4. Scroll down until you see Custom Forms for Cases and Contacts

  5. Select it

  6. You arrive on the Manage Case Forms page

  7. Select the Preferences button next to the Case Form that you want to assign to one or more projects

  8. Select the project(s) that you want the Case Form to be available on

  9. Press Save

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