How to set up case subtypes

This guide will show you how create the case subtypes that can be assigned to a case.

Before you start

Subtypes are set up in your case configuration
Case configuration is normally only available to staff members with administrator access

Find your case type in the list and press "Configure".
Open the "Subtypes" section.
To add a new subtype, press "Add new subtype".
Enter values for your subtype, then press "Update subtypes".

All subtypes have an optional "description" field. If this is left blank, the subtype name will be used throughout Case Management. If you do enter a description it will appear on any user facing forms, in place of the name. This functionality is primarily aimed at multi-language sites so the description can include internationalisation tokens.
Save your changes.