Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

Case Form is the shortened term for “Custom Form for Cases”

You must first have created a Custom Form for Cases before you can remove a Case Form to a project

Steps

  1. Go to the Manage Custom Forms page

  2. Select the Preferences button for the Case Form

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

  4. Go to the Project Preferences page of each project you want to use that Case Form on

  5. On the Project Preferences page, ensure that the Enable Cases tick box is ticked

  6. By default, only Project Managers and Organisation Admins can create Cases. To enable Project Reporters to create cases, add their names in the Who else can create cases text box on the Project Preferences page

  7. Press Save

  • No labels