💡Note: This feature is visible to collaborators only.
Getting Started
To enable Flex Choices, go to the cost estimate template related to the case type and select the items that are available to flex. You can do this by going to Settings > Cost Estimate Templates. Open or create a new template, select and setup the lines items to be included, and click on the checkbox beside "Allow Flex?" to enable flexible choices on the cost estimate template.
Enabling Flexible Choices on a Case Template
Once you have enabled flex on your cost estimate template, you can now setup the case template! To do this go to Settings > Case Settings and select a case template.
💡Note: We recommend that you duplicate an existing template or simply create a new one for this!
Once a template has been selected, scroll down or click on Cost Estimate Templates on the left menu and select the template with flex enabled. You can see if a template has flex enabled with an indicator!
Lastly, to enable flex choices on a case template, scroll down to Initiation and toggle the Enable Flex Choices button.
Here's what Collaborators see when initiating a case. This additional screen allows collaborators to select the benefits that best fit the needs of the move.
Here's what Collaborators see in a case. Click on View Flex Benefit Choices to see which line items have flex choices enabled!
