Case Field

This section is used to create a new case field. A Case Field is a customizable data element added to a case to capture specific information. Each field can have a different data type

How to Create and Edit a Case Field

From the Configuration > Case Field List in the Back Office (BO), a list of all case fields can be accessed.

To create a new one, select the Case Field . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

• Name: A required field for the descriptive name of the field.

• Code: A required field for a unique alphanumeric identifier used for internal system logic.

• Description: An optional text area for a brief description of the field's purpose.

• Type ID: A dropdown list to select the data type of the field

• System Default: A checkbox that likely designates the field as a default for all new cases, unless otherwise specified.

• Required: A checkbox that makes the field mandatory for users to fill out.

• Visible: A checkbox that controls whether the field is visible on the case form.

• Editable: A checkbox that determines whether users can modify the field's value after a case is created.

The following steps should be followed to edit a case field:

• Configuration - Case Field List

• Select a row and press Case Field. View

• Click on Case Field Edit

Additional Considerations