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.

Link a Form to Another Record

When adding a form record, you can link it with another record, such as a party, note, or file, for the same case to show a connection. For example, you could link a form to one of the case's to-dos to show that completing the form was an investigation task. You can link a form record on the New Form page using the following steps:

1. Click the Link () button on the New Form page.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. Select one or more records to which you want to link to the form record. You can link up to 50 records with the form at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The links will be created after you save the New Form page. When the links are available, they will be displayed on the form's page, the other record's page, and the case's page under the Links tab. You can now close the "View all linked records" pop-up and continue filling in the New Form page.

You can add and edit more links after creating the form record. Refer to Link a Case's Records for details on editing and deleting record links.