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Creating New Case Types

Create a Form to Raise a Case

You can build your own forms to raise cases as new case types in Case Management. You'll need to add a snippet to your form, then configure your new case in the configuration manager.

Step 1 - Build a Form

Create a form people can use to raise a case. Make sure it captures everything your case managers need to know.

Raise a Case Form

Searchable Fields

If you want values submitted by your form to be searchable in the Case Search, set the form fields as searchable:

Searchable Property

This will also let you create custom filters and display the values in search results.

Location Data

If your form collects location data, and you want to use that location on the Case Search or the Worklist Dashboard, the latitude and longitude coordinates should be saved in a field called LOCATION. 

One way to do this is by including a Location Picker field on the forms used to raise a case and naming it LOCATION:

Location Picker

If you are using an Address Lookup field that returns latitude and longitude (the GOSS provider does), these values can be saved in a hidden field called LOCATION:

Lat-Long Returned by Address Lookup

Note that the map pin popups in the Worklist Dashboard use a field called LOCATIONAPPROXTEXT to display a summary of the address.

Step 2 - Add the Snippet

Add the "Case Management - New Case Multi" snippet to the final page of your form. It includes a submit button.

New Case Snippet

New Case Snippet Fields

Step 3 - Update the Start Workflow Field

Update the process variable function of the Start Workflow field.

Process Variable Function Property

Process Variable Blockly

Pick the fields your form uses to collect the person's name, email, phone number and address. Delete blocks that aren't being used.

The following blocks must be set:

  • form_EMAILADDRESS enables the "Contact" button when a case manager is viewing the case.
  • form_CASETYPE block should be the name of your case in lowercase without spaces. This is known as the case type ID and you'll need to know it when you set up the case configuration.
  • form_SERVICEREQUESTTEXT is visible to the user who raised the case. It appears as the title of the card in User Requests. The title displayed to staff users on the Self Service template uses the case name set in the case case configuration.

Step 4 - Read Only Summary

In your Form Settings, create a Custom Read Only template.

Read Only Form Property

This template is displayed to case managers when the press the "Case Details" button. You can include whichever fields from your form the case manager might need to see. To include them all use the default summary.

Read Only Template

Case Configuration Wizard

To add new case types to Case Management you'll first need to Create a Form to Raise a Case.

Next, use the Configuration Manager to set up who will manage the case, the options available to the case managers, plus things like targets and SLAs.

Configuration

The Configuration Manager is a tool you can use to set up your new case type and change the configuration for existing ones.

Pick a Product

The first page of the form lists the products integrated with the Configuration Manager.

Configuration Manager Page 1

Pick "Case Management".

Create a New Case Type

Page two lists the current case types, then gives options to create a new type, or import a previously exported type.

Config Manager Page 2

Pick "Create New Case Type".

Complete the Form

Complete the form following the guidance text and field hints provided. Almost every field can be edited later, so don't worry if you make a mistake.

Case Name and ID

The first values you need to enter are the case type and it's ID.

Case Name and ID

The name you enter will be visible to staff and users using templates like Self Service and User Requests, appear in emails, recorded in the case history, and used in any dashboards and reports you have set up.

The ID must match the value of the CASETYPE field in the form used to raise cases of this type.

Once the ID is set it cannot be changed. You can edit your case and change the name once you've completed the wizard.

Additional Settings

Once your new case type has been created you can configure additional settings. The new case type wizard doesn't set up things like tasks, statuses or automated routines.

It's a good idea to review all of the settings before you publish your form and let people start raising cases. In particular you'll want to check the main Setup and Naming and the Emails and Notifications.

See the Case Configuration Overview for a full description of everything you can configure and a list of all of the default settings.

Publish your Form

You've now got a form to start your case and all of the settings for what happens when someone submits it.

The final step is to publish your form on your site so people can access it.

Create an Article

It's a good idea to publish your form in a secure area of your site so you can test all of the settings first.

Create an article and set it to use the Forms Service template.

Change Template

On the Related Content tab, find your form in the left-hand panel and add it to the right-hand panel.

Related Form

Submit your article and visit your new form on your website to test it.

Last modified on 26 August 2021

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