Case Field Groups

This section is used to create a new case field group.

A Case Field Group is a collection of case fields. This group is assigned to a specific case type to ensure that all necessary data points are available for that particular type of case

How to Create and Edit a Case Field Group

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

To create a new one, select the Case Field Group . 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 new group.

• Active: A checkbox to activate or deactivate the group.

• Case Fields: This section uses a dual-list interface to assign case fields to the group.

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

• Configuration - Case Field Group List

• Select a row and press Case Field Group . View

• Click on Case Field Group Edit

Additional Considerations