Creating New Case Types - Before you Start
A checklist of things to consider before creating new case types.
Creating New Case Types - Create a Form to Raise a Case
You can link any of your forms to case management by adding a pre-built form snippet and updating the Case Management configuration.
Creating New Case Types - Case Configuration Wizard
New case types can be set up for Case Management by adding snippets to your case forms and running the Configuration Manager.
Creating New Case Types - Publish your Form
Once you have created a form to raise a case and set up the case configuration, you are ready to publish.
