This section of the case handling screen is optional. The tab links to a form that can store additional details with the case. If you don't set up a form the tab won't appear.
The title of the tab can also be set per case type in the Setup and Naming section of the case configuration.
Creating the Form
Any form can be used to record additional details. The "Additional" tab displays a read-only view of the form and the "Add additional details" action button links to the form.
We recommend not setting any of the fields as "required". This allows you to have an additional details form that can be filled in over time as the case progresses.
Step 1 - Naming
Your form should follow the Form Language and Version Numbering conventions and include a version number and language code, for example ADDITIONALNOTESV1EN.
Step 2 - Additional Details Snippet
Add the snippet "Case Management - Additional Information". This will provide back and cancel buttons, plus a helper variable field and a complete workflow action:
Step 3 - Read Only View
You can use the Form Service's standard read-only behaviour (which displays all fields in a table) or create a "Custom read only" view in the Form Settings panel.
Updating the Configuration
Enter the name of your form without the version and language information into the Setup and Naming section of the case configuration.