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!