New Case

Do you need to complete a work order but not within the same case that was originally registered? A new case can be automatically created based on condition-based events in an existing case.

Background

The feature has been designed to create customized chain reactions, enhance collaboration, increase automation, and improve overall efficiency.

As an administrator or user with permission to edit forms within the system, you can add the Addon - New Case functionality and link it to a receiving form, provided you have the necessary access.

Conditions for New Case Creation

The feature can be triggered when a case is created or modified, when a field is updated or filled in, or when the case status changes to In progress, Resolved, or Completed.
The sender of the new case will be recorded as Addon - New Case.

Please note: If the receiving form is disabled or archived, a new case will NOT be created in that form.

The sending form:

Can initiate a new case from any section.

It is capable of generating a new case and transferring data from standard fields and/or repeating fields.

However, it cannot send information from person fields, lists, or choice lists.

The receiving form:

Can only accept data into the first section.

Can receive data from standard fields and repeating fields. Refer to the supported field types listed below.

Cannot accept data into a repeating field.

Supported Field Types:

Sign
Text field
Barcode
Google Maps
Email
Date

Time
Number
Slider
Yes/No/N/A
File upload
Image upload

Note: If the sending and receiving forms are the same, you can also transfer data from Persons, List and Check lists.

To utilize this feature, follow these steps:

You find this feature in your form under Advanced » Automate & Integrate » Addons » New Case.

- Name your Addon
- Select the trigger, which is the field that will activate the creation of a new case.
- Choose the form you want to link to; this can either be your own existing form or a new one that you have created specifically for the data being sent. Keep in mind that all received information can only be placed in the first section of the form.
- Select the fields that you want to transfer from the sending form to the receiving form.
- Install your Addon!
- Don’t forget to save your form.