Assign a Case Form to a project

Owned by Matt Kepple

Last updated: Aug 25, 2022

1 min read

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

Select More in the top menu
A dropdown list appears
Select Control Panel
Scroll down until you see Custom Forms for Cases and Contacts
Select it
You arrive on the Manage Case Forms page
Select the Preferences button next to the Case Form that you want to assign to one or more projects
Select the project(s) that you want the Case Form to be available on
Press Save