Managing Forms

• Form Status: 

  Forms do not support custom statuses. Like other record types in the OWL platform, they are limited to system-defined statuses only. 

• Form Type: 

  Forms include a Type field that can be customized by administrators. These form types are user- defined labels that help categorize and differentiate forms based on organizational needs. 

Steps to Add Form Type: 

1. Navigate to the Case Management in OWL and click on Forms. 
2. Click on the Add button to open the Add Form Type page. 
3. Two new fields will be displayed after clicking on the Add button. The first field is to enter the name of the Form Type, and the other field is the Department dropdown to which this Form type will be available.
4. Clicking the green Save button will add the Form types to either the organization if no department is selected, or only to the departments that are selected while saving.
5. Click on the Enable Form type flag to enable this feature for all Forms. 
6. Enabling each department-level flag for Form Types will show the form types based on departments during create/update forms
7. The Form Types can be edited and deleted from the action menu present for each type.