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Case Forms

Forms are used for capturing data about a Jadu Connect case when it is created, edited or when it progresses through the workflow. A Jadu Connect form defines what data you capture about a Jadu Connect case.

The create and edit forms are added to new case types automatically. These two forms cannot be removed. Additional forms can be created and mapped to transitions. These forms will be displayed to the user when the transition is applied to a case.

Jadu Central forms can also be used to populate a Jadu Connect case and enable customers to create or update cases from your website. Unlike Jadu Connect forms, Jadu Central forms enable card payments tobe taken, bookings to be made, complex routing based on answers to questions and calculations. Staff members can complete the internal view of the same form that a customer might complete.

Forms in Jadu Connect​

There are 3 types of Jadu Connect form:

  • Create form (default) - is a system form which defines the fields presented when creating a case.

  • Edit form (default) - is a system form which defines the fields shown when clicking the Edit button on the details tab of a case.

  • Standard form (optional) - These are created by the user and can be applied to transitions.

Adding Fields to Jadu Connect forms

There are a few different types of Jadu Connect form fields**:**

  • Case fields - Capture data for a field.

  • Person - Link a Person record to the case. Currently limited to a single Person per case.

  • Address - Link an Address to the case. Currently limited to a single Address per case.

External form redirects​

If a case should be created or updated using an external system that has been integrated with Jadu Connect (e.g. Jadu Central), then a redirect to that external system can be configured. This means that when the user clicks the 'New Case' button, or changes the status of a case in Jadu Connect, they are redirected accordingly.

To add a redirect, within the case form list for your case type, click the 'Add Redirect' link against the relevant form.

Adding an external redirect to a case form

External form address: Any valid url can be used. In addition, placeholders can be used to embed values into the url, such as a reference. The placeholders available for use will depend on what type of form the redirect is being added to.

Who should be redirected: Redirects can be configured for particular user roles, allowing different urls to be specified for different users. If a role does not have a redirect specified, users of that role will be presented with the standard case form within Jadu Connect.