Attach a Case Data Form to a Template

If you need to collect additional data about cases or candidates from Administrators, you can create a case data form and attach it to a template so that Administrators will be able to fill out the attached case data form as part of creating or editing cases based on the template.

Case data forms can only be filled out by an Administrator when creating or editing a case, and candidates never see the questions or answers on a case data form.

This article explains how to add a case data form to an existing template, but the process is the same when attaching a case data form when creating a template.

Note that attaching and creating forms are two different processes. See this link for more information on how to Create a New Case Data Form.

Select "View Cases" on your Interfolio Promotion & Tenure dashboard

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

2. Click "View Template List" at the top right of the page

Click "Manage Templates" at the top right of the page

3. Click pencil icon and select "Review & Edit"

Click "Add Template"

4. Click to edit "Template information"

5. Scroll to the bottom of the "Template Information" page

You will be taken to the "Case Information" overview

6. Click "Add Case Data Form"

Add case data form requirements to the template if necessary

Select a form and click "Save"

To add a case data form to the template simply click the link, select a form and click "Save"

Click "Save & Continue"

The form will now appear under the heading "Case Data Forms" and will be available for cases based on the template

The form will now appear under the heading "Case Data Forms" and will be available for cases based on the template