Building a form for a case type

You can build a form to capture user input in a case. By creating, configuring, and organizing relevant fields, you can clearly communicate to users the task that they must perform to process an assignment in a case.

  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. Open the form editor, based on your context.
    • To create a new form:
      1. On the Workflow tab, click Life cycle.

      2. Click an assignment or approval step that does not have a form associated with it.

      3. Click Configure view to open the form editor.

    • To update an existing form:

      1. Click Views.

      2. Click a form to open the form editor.

    • To update a standard form:

      See Configuring a dynamic view.

  3. To save time and resources, perform any of the following steps:
  4. Create new fields to add to your form, based on the type of information that you are collecting.
    You can create the following types of fields:
  5. Change the presentation of fields, based on the way that users interact with the fields at run time.
    The following fields support more than one presentation:
  6. Add validation to the form to restrict the values that users can provide.
What to do next: 

You can test your changes by creating a case and processing the step in the life cycle that is associated with the form.