Building forms for case types

Create personalized forms by including single-value fields, field groups, and field lists. You can use simple fields that capture single pieces of information, for instance a name, surname, or a case ID. For more complex information, such as attachments or data references, include fancy fields in your forms. To categorize similar fields into one data entity, create field groups and field lists. When you build forms for your case types, you can save time by reusing existing elements, from single fields to complete forms. For example, you can reuse a field group to collect user's personal details, mailing address, phone number and email address, instead of creating each field separately. You can also embed a form that contains shipping and payment details that a user reviews in the final stage of a purchase order.

To meet your specific business needs, you can customize the forms that users complete. This includes adding new fields to your forms, such as single-value or field group fields.