To ensure users receive a clear and comprehensive overview of a case's contents when navigating to the "My Cases" menu, it is crucial to carefully configure which specific fields from the form should be displayed. By selecting the appropriate fields, users can quickly and easily gain insight into the case details, facilitating the management and follow-up of cases. This configuration helps create a more user-friendly and efficient work environment, where information is presented in a structured and accessible manner. To make these settings, navigate to Case » Settings » List Presentation.
List Presentation (2) can include several categories, such as:
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- My Favorites
- Registered
- Received
- To Address
- To Approve
- To Follow Up
- Recently Changed/Recently Registered
- To manage the administration of display settings more effectively, a good tip is to filter (1) one form at a time, as the List Presentation page by default shows all created forms.
- From the forms you have filtered, select the fields (3) from the form that fit under each respective heading. (The boxes in the image above are only there to indicate that the fields are clickable.)
- Case Number, Status, and the form’s Icon (4) are default values that are always displayed in the list view and cannot be deselected. You can rename headings; however, note that the new heading will become the default for ALL forms in the category you modified. Therefore, if you decide to rename, choose a heading that is as general as possible to suit all forms displayed in the category.
Note:
Most of the categories (if content exists) are displayed under the user’s section My Ongoing within My Cases.
It is not possible to add more columns to display additional information. However, users can be given the option to view more information about cases using the Preview List View feature.