Case participants and templates
| The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2. |
If the approval record is on a case with a case participant, the case participant is added as a recipient to the record created upon final approval. If there are multiple case participants, a record is created for each. This also enables the use of merge codes for case participants in the relevant document template.
Once the case has been created, add participants to the “Case participants” metadata field.
Case participants can also be added during case creation by using a case template. If a selected case template includes the “Case participants” field, the field is added to the case creation dialogue and may be pre-filled or mandatory.
Case templates can also be set up to automatically add the sender of an email as a case participant during case creation. This applies to cases created based on a received email, e.g. a request from a citizen.
When creating a case from a received email, you can set up a case template that automatically inserts the sender into the "Case participants" field in the "New case" dialogue.
Case participants can also be added manually in the “New case” dialogue, if a selected case template includes the “Case participants” field.
| It is only possible to add case participants that already exist in F2’s participant register. |
Set up case template
Set up a case template for signed approvals by enabling the “Case participants” field in the case template. The case template must utilise an installation reference of the “Sender” type. This type of reference can only be added to the “Case participants” field. Besides this setup, the case template may be set up according to the authority’s needs.
Read more about case template setup.
