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Service/Case type not visible

There are three instances where a service/case type may not be visible. They are listed below:​

a. creating a case from the Jadu Connect dashboard by clicking the 'New Case' button

New case button on the dashboard

b. creating a template in Jadu Central for creating a case

Create case template in Jadu Central

c. creating a case from person's dashboard view

Create case from person view

For the (a) and (b) instances, you will need to check if the API user's group has access to your case type's service. This can be achieved by following the below steps:

  • Find out which group the API user belongs to

  • Navigate to Settings -> User Administration

    User Administration

  • Click on the 'Groups' tab

  • Search for the API user's group and click on it

    Groups Tab

  • Search for the service under the group and toggle it.

    Toggle for access to service

Once this is done, the service/case type will be accessible in the (a) & (b) scenarios.

For the (c) instance, the 'person' field must be added to the 'New' form in your Jadu Connect case type. This can be achieved by following the steps listed below:

  • Navigate to Settings -> Workflow

Workflow

  • Click on the Case Types tab

Case Type Tab

  • Search for your case type
  • Click on the Forms tab

Forms Tab

  • Edit the 'New' form

Edit the 'New' form

  • Add the person field to that form

Add person

This should then show your case type when you try to create a case from a person's dashboard view.