Case Management
Here you’ll find guides and articles to help you create, manage, and follow up on case flows, such as for deviations and improvement suggestions.
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 Prefixes and Global Case Numbers Can Simplify Case Management
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
Field property
- Field Types and Their Properties
- Text & Image
- Numbers & Digits
- Lists
- Fields & Group
- Attachments & Metadata
- The Hidden until field property
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
Addons
- Send Message
- How to Use Webhook in Cases
- New Case
- How to Use the Share Case Publicly Feature
- Public registration
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?
- What is the difference between archiving | deactivating | deleting a form?