The data model (data fields) should be defined for the case type before creating any of the forms using UI Designer, owing to the eCASE Data-First Approach. The fields and data types should be defined properly to build user interface for any of the forms related to a case type.

To access the data model definition, navigate to Settings > Applications. Select an application, and click App Designer. On the left Application Components panel, under the Case Types header, click the name of a specific case type to navigate to the Case Type Configuration. Click Data Model to access the data model definition for the selected case type.

Attachment Forms and Action Forms require that the data model have at least one repeating group defined, with at least one repeating field within the group. If a repeating group with fields does not exist within the data model, then Attachment Form and Action Form will not appear as available Form Types.

Portal Forms will only appear as an available Form Type after configuring the eCASE Portal settings. First, an admin user with access to the eCASE General Administration settings must navigate to Settings > General Settings. In these settings, there is an option to Enable eCASE Portal. The admin user must select this option, and enter the Portal Web Service URL, the Sender Display Name, and the Sender Email Address (Note that some settings are disabled; these settings will become available for configuration once a Portal Form is created). Once these settings are saved, the admin user must then navigate to Settings > Applications > App Designer > Case Type Configuration > Case Features. Within the Case Features page, there will be a new option to “Enable Portal.” Select this option to allow Portal Form to appear as an available Form Type.

Once a Portal Form is created, there are additional settings in Settings > General Settingsthat can further configure the eCASE Portal. These settings become available for configuration once the created Portal Form is selected in the User Registration Form dropdown list.

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