The Basic Case Management Tutorial will walk you through the basic first steps of linking forms together to make a case management-enabled application. It is highly recommended that you complete both the basic and advanced case management tutorials before building an application with case management.
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In the Basic Case Management Tutorial you will learn the following: - More practice on form creation by developing a follow-up form
- Advanced logic for follow-up forms
- How to configure a form to register a case
- How to set a form to require a case as a follow-up form
Other aspects of case management are covered in the Advanced Case Management tutorials |
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This tutorial picks up at the end of the Hidden Value Calculations Tutorial.
Get Started with Adding a Follow-up Form!
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Basic Case Management Tutorial Home - Adding a Follow-up FormForms - add a second form two more forms to your application with more practice in creating a form
- Test your Application without Case Management enabled
- building
- Registering a New Case - get to know the Form Case Management Tab and how to make your Registration Form open a New Case.
- Configure a Follow-up Form - how to make a form require selection of a case before opening it (i.e. requiring and close out a case).Configuring the Case Type, List, and Details
- Menu-level Case Management Settings - how to prepare all of your modulemenu-level case management Test your Application with Case Management enabled- Test it out and see how the data submissions workand test out your new application
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