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Case forms

Zaktualizowano 2026-05-28

Description​

Forms are sets of fields that the user moves between at various stages of the case.

Administration access path​

Go to the administration panel case types, and then select the following items:

  • Administration Panel -> Cases -> Specific type of case -> FORMS

FORMS tab​

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Details of the case. Forms view

The forms view consists primarily of the list visible above, containing in the table:

-ID

  • Form name
  • Description (optional)
  • Actions (editing metadata, fields and de/activation)

Deactivating a form is only possible when the form is not linked to any state.

Adding a form​

To create a new form, click the "Add" button located in the upper left corner of the main screen.

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Details of the case. Adding transitions

Then a window will open in which you should:

  • enter form name – this field is required,
  • complete form description - optional field, helpful for easier identification.

After saving, the form will be added to the list and will be available for further configuration.

Editing the form​

After pressing an item on the list or selecting edit from action, a simple form editing screen will open. It will be possible to change the name and description there.

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Form editing window

Editing form fields​

After selecting the Edit case fields option from Actions, a side window will open where you can reconfigure the current form.

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Selection Edit Case Fields

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Form field editing window

To save the changes made, it is necessary to press the Save button located in the lower right corner.

Edit sections and form groups​

To change the name of a section or group, simply click on its name. The group allows you to group fields thematically, e.g. address data.

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Adding form fields​

To add new fields to the form, select the button in the upper left corner of the window (1). After selecting it, a new window will appear from which you will be able to select new fields for the form (2).

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Add form fields window

The desired field from the 'Add Field' menu should then be dragged to the right side to the appropriate part of the form.

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In order to better organize work, it is possible to add sections (1) and groups (2) to the form, which further organize it. Any deleted fields will appear in the Deleted Fields drop-down section (3) at the end of the add list.

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Adding sections and groups

Form field properties​

Due to the extensiveness of the topic, descriptions of all types of fields and their properties have been included on a separate page: Form fields - eFOB eTeczka.

Import / Export of the entire form definition​

Forms can be both imported (1) and exported (2) using two buttons in the upper right corner of the window.

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Form import and export buttons

Note: The entire form definition will be overwritten during import. Currently, it is not possible to restore its previous version. It is therefore recommended to export it first and store the definition in a separate repository for backup purposes.