While the content of a form is customized, you can add any custom form record in the same way. You can access the New Form page in any of the following ways: (1) the Add [Form Type] button on the Forms Grid page, (2) the “+ Add ” button on a case’s page, or (3) the Add [Form Type] button on a case’s page, under the Activity tab and Forms sub-tab.

After loading the New Form page, fill in the required fields and other necessary information. A sample “Interview” form type is shown below to demonstrate how to add a form, but the fields in your application will differ. In the example "Interview" form, the only required field is “Case #”. The "Case #" will be automatically populated if you click the Add [Form Type] button or the “+ Add ” button on a case's page.

When you have finished filling in the form, you can click the Save button to submit your form. You can also use the “Save and Copy” option in the Options () button menu to quickly add another form for the same case. The original form record will be saved and another New Form will be loaded. All values that you entered in the previous form will be copied over to the current New Form.