F2 Case Template Editor
F2’s case templates assist you in labelling cases correctly during the case creation process. You cna create new cases based on templates. Case templates assist you by pre-filling or locking certain case-specific fields (e.g. “File plan” or “Keyword”) or making those fields mandatory to fill in.
The F2 Case Template Editor module allows users with the “Can edit case templates” privilege to create and maintain various case templates. These can be accessed by the organisation’s users through the “New case” dialogue. Read more about creating cases. F2 Case Template Editor requires the F2 Case Templates module in order to function.
The “Can edit case templates” privilege lets you create and edit installation references. Installation references define the elements with which you can fill in the fields on a case template.
How to create cases using case templates
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Select a case template in the "New record" dialogue when creating a new record. |
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You can create and edit case templates in the "Case templates" window. |
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You can add an access restriction on case templates, which determines who can access the case template and who can view records based on the case template. |
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You can make use of installation references when creating and editing case templates. |
