Custom initiations enable users with the Collaborator role to be able to enter additional information when initiating a case! 🚀
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 to Collaborators when creating an initiation. You can also see a preview of what the collaborator 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
Family
Family Size
Family Accompanying
Marital Status
General Information
Origin Job Title
Origin Job Grade
Destination Job Title
Destination Job Grade
Policy
Reason
Allowances
Amount
Currency
Allowance Type
Contacts
Contact Type
Email
First Name
Last Name