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The Basic Case Management Tutorial will walk you through the basic steps of linking forms together to make a case management-enabled application.

 

Basic Case Management Tutorial Learning Objectives

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

Prerequisites

Before starting this tutorial, you should have completed the following tutorials:

This tutorial picks up at the end of the Hidden Value Calculations Tutorial.

Get Started with Adding a Follow-up Form!

Guide to the Basic Case Management Tutorial

Basic Case Management Tutorial Home

  1. Adding Follow-up Forms - add two more forms to your application with more practice in form building
  2. Registering a New Case - get to know the Form Case Management Tab and how to make your Registration Form open a New Case.
  3. Configure a Follow-up Form - how to make a form require selection of a case before opening it and close out a case
  4. Module-level Case Management Settings - how to prepare all of your module-level case management and test out your new application
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