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Step by Step - Adding an Actions menu Link and Form to Cases

A common need is to add a new Actions menu link to cases that will display a new form.

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Create a Form and Process

Go to Admin > Processes, Forms, and Profiles. We're creating a form for cases, so the default Module of Case/Matter is what we need.

On the Actions menu, click New Auxiliary Form. (Hint: it's towards the bottom of the Actions menu links)

On the new form page, enter a Name for the form.

Change "Create New Process Containing This Form?" to Yes.

Set Active to Yes.

Set Add Continue Button to Yes.

In the Form Elements section add Headers, Instructions, Fields, and Blocks as needed. If you just want to test, add a Header that says "My new form".

Click Continue to save and you are returned to the main Processes, Forms, and Profiles page.

On the Processes tab, find the new process that was created (it will have the same name as the form you created) and edit it.

In the Permissions section, change the permission for each user role as desired. If only Administrators should see the link this process displays, change all other roles permission to "None". You may want to do this while testing, and then come back and open up permission for other roles.

Select at least one "Case Dispositions to Show" value. If you don't want this link displayed for closed cases, for example, select only Pending and Open.

Click Continue to save and you are returned to the main Processes, Forms, and Profiles page.

Edit the Actions menu

Look on the Menu Boxes tab for an entry like Main Profile Boxes. If you don't see anything on that tab, switch to the Profiles tab and edit the Main Profile.

Expand the Side/Action Elements section if it isn't already expanded.

Expand the Custom Link Box Actions element (or the desired element where you want the link to appear) in the Actions section.

Scroll down and use the green + button to add a new row to the list of links, then select the new process in the dropdown list.

Optionally change the text of the link label.

Click the Continue button to save your changes.

Test

Now go to a case and look in the Actions menu for your exciting new link, and click it.

Don't see the link? Are you on a case that has a disposition that matches the Case Dispositions to Show selected in the process?