You can also add custom fields in the user form to collect user data according to your needs. Following is the complete process of how you can create custom fields in user form:
- Login to your CaseActive Account and click on the ADMIN button of the Hub
- Click on the Settings button in the main menu.
- Now go to the Custom Fields section in the sub-menu.
- You can see the Case Form, User Form, and Notes Form here. Now click on the User Forms button.
- From here, you can add custom fields to the user form, including text, single-choice, multi-choice, date, time, and number fields.
- After clicking on the desired custom field you are willing to add, click on the Add field.
- After you click on the Add field, a pop-up box will appear. In this box, write the label name, description, and any necessary options.
- After filling in the desired fields, click Save, and your custom field will be added to the user form.
Likewise, you can add custom fields in the Case Form and Notes form.