The Case UI configuration customizes how forms are organized inside case folders. There are three different organizational sections: Tabs, Buttons, and Menu Items:
Type | Description |
|---|---|
Tabs | Settings that determine how tabs will function and appear in the case folder. The first tab in the order will be the tab that is shown when the case folder is first opened. |
Buttons | Options under buttons show up as buttons on the folder toolbar |
Menu Items | Options in the menu item show up as a dropdown in the folder toolbar |
Each of the items listed includes the following fields:
Column | Description |
|---|---|
Display Name | The name of the tab as it will display in the case folder |
Form Type | The form associated with the tab; Case Forms are created through UI Designer, and Core forms are system-defined |
UI Type | Case forms can be of any UI Type: Tab, Button or Menu. However, the Main Form must be a tab. Additional case forms can be set to be any UI Type |
Main Form | When enabled, sets the selected form as the primary form for the case folder. The main form is the first form that the user encounters to create a case folder. This option is particularly useful when a case type has multiple associated forms |
Active | When enabled, the selected form will appear as a tab in the case folder. |
Auto Save Form | When enabled, the selected form will have the auto save functionality: every few minutes, all user input on the form is saved, and the user will have the option to “load” their saved input when they return to the form |
Template/Page Name | The name of the form as it is stored in the database |
You can rearrange the ordering of the objects in any of the sections using the Move Up and Move Down tool buttons. This changes the order of the objects as they display in the case folder.