Configuring population case form

  1. Log in as CM setup administrator
  2. Select Administration > Case Management Admin.
  3. Click Populations.
  4. Select a population.
  5. Click Configure Case.
  6. In Instructions, specify instructions that are shown at the top of the case form when a new case is created through Ask HR, Ask HR for Managers, Ask HR for HR, and the New Case button.
  7. Click Update.
  8. Click Standard Fields.
  9. Click a field and specify this information. Properties vary by field.
    Default Value
    The value that prepopulates the field. For check boxes, specify True to select the check box and False to leave the check box blank.
    Hide
    Indicates that the field is hidden or not hidden.
    Required
    Indicates that the field is required or not required.
    Editable
    Indicates that the field on the case form can be edited.
    Required
    Select if you want to make this a required field.
    Default Value
    Specify the default value of the field.
  10. Click Update.
  11. Click Custom Fields.
  12. Click a field and specify this information. Properties vary by field, and some fields have fewer properties or additional properties.
    Label
    The label as it is displayed on the case form.
    Default Value
    The value that prepopulates the field. For check boxes, specify True to select the check box and False to leave the check box blank.
    System Field
    The database field that populates the header. Used only for the HeaderField1 to add a field to the header.
    Hide
    Indicates that the field is hidden or not hidden.
    Required
    Indicates that the field is required or not required.
  13. You can add values to custom drop-down menus.

    See Adding options to a custom drop-down menu.

  14. Click Update.