Add case types

A case typeCase type A category for cases, such as general, used to aim automations at the right cases. sorts your cases by the kind of matter, such as auto accident or premises liability. Each case has one, and your automations can treat each type differently. Every hub starts with general.

1. 1

   Open Case Fields

   Go to Settings › Fields. The Case Fields tab opens.

2. 2

   Edit the case types

   Choose Edit on the Case Types row. The other built-in rows are locked.

3. 3

   Add each type

   Under Options, type a case type in Add an option... and choose Add. Use only letters, numbers and dashes, so write auto-accident rather than auto accident. Add as many as you need.

   To rename a type, choose it, change it and choose Update. To remove one, choose its ×. general always stays, even if you remove it here.

4. 4

   Save the types

   Choose Save. "Case Types updated" confirms it.

Only Admins can change case types.

What happens next

Your types appear in the case type list when anyone creates or edits a case, with a capital first letter, such as Auto-accident. They also appear in the case type choices of your automations, and imports can use them. Below the list on the case form, Need another case type? Click here opens this window.

Renaming or removing a type doesn't change the cases that already have it, or the automation rules set for it. New cases can't be given a removed type.