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Case Information

The Case Information page lets you customize the field associated with Cases. There are a set list of default fields, some of which can be turned on or off to add or remove them to the Case Review page. Additionally custom review fields can be added through this feature. To add or remove a custom field, simple click "Create Custom Field," you will then be prompted for the following:

  • Name of Field - How the field is named or referred to here and in the reporting feature.

  • Type of Field - Type of data entry the field should accept.

  • Required Field - Whether the field should be required. If the field is marked as required you can also optionally select for which status the field is required for. If a status is selected, it means the field is required only when the case is changed to one of the statuses selected.

  • Hint - Optional help text for the field.

  • Assign to Specific Form - Whether the field should appear on all cases or only on cases that pertain or originate from specific forms assigned to the project.