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Case Management

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

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Field property

Field Types and Their Properties

Text & Image

Numbers & Digits

Lists

Fields & Group

Attachments & Metadata

The Hidden until field property

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Advanced

Set Default Fields in Query Builder

Preview list view

Create Print Templates in Cases

How to Manage My Cases

Addons

Send Message

How to Use Webhook in Cases

How to Use the Share Case Publicly Feature

Public registration

Work with forms

User permissions for Cases via forms.

Link to an existing Case

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

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Search - Query Builder

Create Search Queries in Case

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?

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?

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