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 displayed 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
    Specify the default value of the field. For check boxes, specify True to select the check box and False to leave the check box blank.
    Hide
    Set to Yes to hide the field, or No to make the field visible.
    Required
    Set to Yes to mark the field as required, or No to mark the field as not required.
    Editable
    Set to Yes to make the field on the case form editable, or No to make the field read-only.
  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
    Specify a label that is displayed on the case form.
    Default Value
    Specify the default value of the field. For check boxes, specify True to select the check box and False to leave the check box blank.
    System Field
    Provide the database field that populates the header. You can only use this field for the HeaderField1 to add a field to the header.
    Hide
    Set to Yes to hide the field, or No to make the field visible.
    Required
    Set to Yes to mark the field as required, or No to mark the field as not required.
  13. Click Update.
    Note: To add values to custom drop-down menus, see Adding options to a custom drop-down menu.