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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

Optionally you can set:

  • form_CASESTATUS to set the initial status of the case. This must be one of the configured status configured for the case type
  • form_CASEASSIGNEE to assign the case directly to a case manager. This is the username of the case manager (ie the account username, which may be a GUID)
  • form_CASETARGETDATE to set the SLA. This should be an ISO-8601 date-time string, for example 2024-05-10T10:25:04.411Z

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

Last modified on May 10, 2024

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