You can edit a Case Form (also called a Custom Form for Cases) but there are restrictions if the Custom Form has already been used to create one or more cases
Restrictions
If the Custom Form has been used by one or more contacts | If the Custom Form has not been used by one or more contacts | |
|---|---|---|
Add a field to the Case Form | Yes | Yes |
Remove a field from a Case Form | If the field you want to remove has been used by one or more contacts or cases, you cannot remove it. Instead you should replace it with a new version of the Custom Form. If the field has not been used, you can remove it | Yes |
Change the position of a field in the Case Form | Yes | Yes |
Edit a field within a Case Form | ||
Steps
Click More in the top menu
Select Control Panel
Select Custom Forms for Contacts
Press Manage fields next to the form you want to edit
You arrive on that Custom Form’s Manage Fields page
From here you can
click Create Field to create a new field
or select a field from the list shown
or use the Search bar to find an existing field
Once you have selected fields, they appear on the right
You can press the Remove button to remove them or the arrows to change the order of those fields
You don’t need to press Save. Every edit you make to the form is instantly saved in the background