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Switching a Case from Group to Individual or Vice Versa

A client on a case can be an individual or a group (organization). The distinction is set via the Group field, which may be a selection during intake, or a site may have different intakes for individual applicants and groups. This page describes one way to create a means of changing a case from one type to the other.

Create an Auxiliary Form

On the Admin > Processes, Forms, and Profiles page, use the Actions menu link to create a new auxiliary form. Name the form as desired and add the following elements:

Create an Auxiliary Process

After saving the form, use the Actions menu link to create an auxiliary process. Name the process as desired and enable the form you created.

After creating the process, you may want to edit it and set user role permissions. Most sites will take away permission on the process from all roles except Administrator. Lack of permission means users with those roles will not see the process link in the Actions menu.

Get the Link into the Actions Menu

Displaying the link will depend on the site's setup. If the Link Boxes element is used, the category selection in the process will determine where the link appears. If the site uses Custom Link Box elements, add the process to the desired one.