You can configure initiations to ask for additional information when a case is being created! 🚀
To get started, go to Settings > Case Settings. Select a case type and scroll down or click on Initiation located on the left menu.
Toggle the Enable additional Case Information button to enable custom initiation sections for the selected case type. The number of enabled sections are also shown below.
Clicking on Configure lets you choose which sections from the case screen will be visible when creating an initiation.
You can choose which fields are required by clicking on the check box. The number of required fields per section is also shown for easier management.
You can also see a preview of what the user sees when initiating a case by clicking on Preview Initiation!
Here's what it looks like!
Below is a list of fields that can be added:
Employee
Preferred Name
Gender
Date of Birth
Citizenship
Employee Phone Number
Employee Number
Company Hire Date
Employee Address Information
Location
Street Address
Postal Code
General Information
Origin Job Title
Origin Job Grade
Policy
Reason
Salary
Salary Amount
Currency
Bonus
Bonus Type
Performance Year
Amount
Currency
Payment Date
Allowances
Allowance Type
Amount
Currency
Family
Family Size
Family Accompanying
Marital Status
Contacts
Contact Type
Email
First Name
Last Name
General Information
Origin Job Title
Origin Job Grade
Destination Job Title
Destination Job Grade
Policy
Reason
Organization Info
Section Type - Entity, Cost Center, Organization Info
Type
Entity Name
Comments