Configure the new case fields

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

Important: Each case category and case type may have its own Create case dialog with a separate configuration. If you need to apply changes to multiple case categories or case types, make sure to configure each relevant Create case dialogs individually.

Configure the new case fields

  1. Click Create case, and select the needed case type from the menu.
  2. In the relevant Create case dialog, click .
  3. In the Configure case creation dialog, perform the needed changes:
    • Drag and drop the displayed fields to new positions to reorder them.
      • Drag and drop the fields from the Available fields pane to the case creation preview pane to add them.
        Tip: In the Available fields pane, search for the needed field using the search bar.
      • Drag and drop the existing fields from the case creation preview pane to the Available fields pane to remove them.
        Note: You cannot remove the fields that are marked as required.
    • Resize the fields by dragging their bottom-right corner.
  4. Click Save.