Form definition basics
Build case forms using sections and fields.
Case forms are defined per case type.
Open the form definition editor
- Switch to the relevant team
- Open Team Settings
- Select a case type
- Open Form Definition
Sections
Forms are organised into sections. A section can be:
- Visible in all statuses, or
- Visible only when the case status is (or is not) in a selected set of statuses
Sections can also be configured for:
- Intake (internal new case form)
- Public intake (public case form links)
Field types you can use
Common field types include:
- Text / Textarea
- Number / Currency
- Date
- Dropdown
- Autocomplete (powered by a data set)
- Link
- Address
- Party fields (company/individual)
Tip
If you want an autocomplete field, create a data set first in Team Settings → Data Sets.