If you have the CONFIGADM access rights, you can configure fields that will be displayed in the relevant Create new entity dialog (for example, 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 dialog individually.
Configure fields in the Create case dialog
Prerequisite: To configure fields in the Create new entity dialog, you must have the CONFIGADM access code.
- Click
Create case, and select the needed case type from the menu. - In the relevant Create case dialog, click
.
- 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.
- Drag and drop the fields from the Available fields pane to the case creation preview pane to add them.
- Resize the fields by dragging their bottom-right corner.
- Drag and drop the displayed fields to new positions to reorder them.
- Click Save. Your saved configuration changes will apply immediately.