Case Type Configuration

Case types are the foundations of how Complyr works, and are the main building blocks of a team's workflow.

Depending on your subscription plan, a team can have one or more case types within it, allowing you to easily handle different requirements within one team:

Learn how to add, rename or delete a case type on a team.

Each case type has the following configuration within it:

• Form Definition - This will be the case form that your users complete when adding and managing cases. It starts blank for you to configure however best fits your processes. You can add as many sections and fields as you need, as well as controlling when each section is visible to your users

• Workflow - You can configure both action and status workflows. Action workflows guide users through the completion of a case, while status workflows can be used to match your process and give a high-level view of where the case is at

• Settings - Here you can configure case statuses, flags, file types, as well as providing mapping from the form definition to Case List Columns and control how Portal Access is configured

  Making the most of case type configuration

  If you are unsure where to start, we suggest following the order shown in the sidebar under this topic. The first column is Settings, then Workflow, and finally Form Definition.

  Have your workflow/process requirements to hand to help you make the most of the configuration options.

  NB: Depending on how you are approaching set-up, some of the above columns may be only partially configured at the end of this topic.