Connecting a form to a Case Management topic

  1. In Form Builder, select Connections > Case Management.
  2. Sepect a population from the list.
  3. in the Topic tab, click Add.
  4. In the Topic field, select an option.
  5. In the Use Form field, select the form you want to connect to the topic you selected.
  6. Specify this information:
    Subject

    Specify the subject of the case that is created upon the submission of the form.

    Issue

    Specify the issue of the case that is created upon the submission of the form.

    Note: You must ensure that the form you selected is enabled for it to be available in Forms and Applications. Use this procedure to check the status of the form:
    1. Go to Form Builder > Builder.
    2. Select the form that you connected to a Case Management topic.
    3. Select Properties.
    4. Set the Enabled switch to the right to make the form available on Forms and Applications.
    5. Click Update.