Cases, introduced in CaseLocker v0.8.04, group related forms into one "Case", which can be easily identified by a unique case number.
Learn more about why we made this change here.
In order to assign a form to a Contact to complete, you must first add a Case. If you haven't made a Case Type yet, go here first.
To add a case, go to the contact you want to add the form to and select "New Case" under the Cases tab.
On the next page, you'll be prompted for details about the new case:
- Case Number (required): A unique identifier to identify this case. Must be unique across all cases.
- Case Title: A free-text field for you to enter identifying information
- Case Type (required): The type of Case you're creating. Start typing the name of a case type and select it when it appears.
Click "Create" to create the case, and you'll be taken to the Case.
Editing Cases
To edit a case, click "Edit".
You cannot change the Case Type after creation, but you can change the Case Number, Case Title, and the Active state.
Closed Cases
When a Case is Closed, a red "Closed" chip appears on the Case details.
Closed Cases are hidden from search results by default, and not visible to Contacts at this time.
To view closed cases on the Contact, select the "Case Status" dropdown and change from "Open" to "Closed".