Configure the new case fields

If you have the CONFIGADM access rights, you can configure fields that will be displayed in the Create new case dialog.

Configure the new case fields

1. In the Create new case dialog, click .
2. In the Edit configuration dialog, perform the needed changes:
   • Drag and drop the displayed fields to new positions to reorder them. You can arrange fields in a single column or in two columns.
   • Click Add field at the upper-right corner to add more fields.
     1. In the Available fields pane, tap on a field to add it.
        Tip: You can configure the following fields:

        • Responsible unit
        • Acting unit
        • Default document classification
        • Planned closing date
        • Previous case number
        • Keywords
        • Case text
        • State
        • Case type
        • Retention code
        • Retention date

        Search for the needed field using the search bar at the top.

     2. Click X to close the Available fields pane.
   • Click over a field to remove that field.
   • Click over a field to make (or unmake) it Read-only.
   • Click over a field to make (or unmake) it Required.
3. Click Save.