Additional Details Tab Examples

The "Additional" tab in the Case Management interface lets you display a custom form to case managers and to users who can access the simplified "enquiry view" of the case (generally via search results). The tab initially displays a read only view of your form, and case managers can access the full form.

These article looks at some of the things you can do with the form. We've seen examples that allow a case manager to add extra notes to a case, integrate with third-party systems, update data stored with the case, and add updates to the case history. Your form has access to all of the process variables associated with the case and to the Case Management API.

Remember your form needs to:

• Follow the Form Language and Version Numbering conventions and include a version number and language code
• Should end with the "Case Management - Additional Information" snippet
• Include a custom read-only template
• Be added to your case configuration

Refer back to the main Additional Details article.