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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.

1. Select "Templates" from the left hand navigation

2. Open the template you want to edit

3. Select "Template Information" from the menu at the top right of the page

4. Look for "Case Data Forms" at the bottom of the page

5. Click "Add Case Data Form"

Select a form and click "Save"

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