Helpdesk
English
Svenska
amsystem.com
Svenska
Case Management
Digital Introduction
1. Introduction
2. Create the Foundation
3. Document
4. Case Management
5. Search engine in AM System
6. Document & Case Management becomes One
General
FAQ
Users & Profiles
Manage Users
Administrate profiles
Microsoft Endra ID (f.d Azure AD)
FAQ
Document
Category Settings
Settings
Manage editions and revise documents
Working with Documents
Search - Query Builder
FAQ
Case Management
Settings (global)
Field property
Advanced
Addons
Work with forms
Search - Query Builder
FAQ
Back to home
Helpdesk
Case Management
Digital Introduction
1. Introduction
2. Create the Foundation
3. Document
4. Case Management
5. Search engine in AM System
6. Document & Case Management becomes One
General
FAQ
Users & Profiles
Manage Users
Administrate profiles
Microsoft Endra ID (f.d Azure AD)
FAQ
Document
Category Settings
Settings
Manage editions and revise documents
Working with Documents
Search - Query Builder
FAQ
Case Management
Settings (global)
Field property
Advanced
Addons
Work with forms
Search - Query Builder
FAQ
Case Management
Here you will find guides and articles about the Case Management module
Settings (global)
List presentation
Global Lists
Create Units for Your Forms in the Case Module
Upload - Import external data to Cases
Webshop – a shortcut to getting started.
Categorize and Organize Your Forms in the Case Module
How Prefix and Global Case Numbers Can Simplify in Case Management
See more
Field property
Field Types and Their Properties
Text & Image
Numbers & Digits
Lists
Fields & Group
Attachments & Metadata
The Hidden until field property
See more
Advanced
Set Default Fields in Query Builder
Copying a Case
Preview list view
Create Print Templates in Cases
How to Manage My Cases
How to Set Reminders in Cases
Duplicate Form
What is the difference between archiving | deactivating | deleting a form?
See more
Addons
Send Message
How to Use Webhook in Cases
New Case
How to Use the Share Case Publicly Feature
Public registration
See more
Work with forms
User permissions for Cases via forms.
Link to an existing Case
Exclude Cases Added as Favorites
How to Grant Access to Statistics in Cases
Work with languages in forms
Group handling - Case Management
Create Status Settings in Cases
Connect values to in Case Management
Hide unselected options in lists during review
Restrict access to sections, groups, or fields in a form
Export data from Case Management
Create Charts from Search Results
Work Publicly in Case Management
See more
Search - Query Builder
Create Search Queries in Case
Share Search Queries from Query Builder in Cases
Export and Import Search Queries from Query Builder
Quick search in Case, use the filter function.
FAQ
We are missing notifications from the case. What could be the reason for this?
Why can’t I update my Upload?
Is it possible to view or restore deleted cases?
Why does our form look different during public registration?
Is it possible to generate printouts from Cases with larger images?
Can I delete multiple cases at the same time?
In what ways can we update to the new version of "Hidden until" in our current case management workflows?
See more
