Customize Claim Case Screen

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Customize Claim Case Screen#795151

By richvle - Fri Sep 01, 2017 2:46 pm

- Fri Sep 01, 2017 2:46 pm #795151

Hi. Is there a way to modify the Claim Case (from the Unaasigned box). There are some custom fields we wanted to insert from there. I know there's a Custom Case List Builder feature for the Enterprise edition at the Inbox level. But I think that feature works with the Claim Case screen.

Re: Customize Claim Case Screen#795158

By amosbatto - Fri Sep 01, 2017 6:26 pm

- Fri Sep 01, 2017 6:26 pm #795158

The three files to edit for the claim case screen are:
workflow/engine/methods/cases/cases_CatchSelfService.php
workflow/engine/xmlform/cases/cases_CatchSelfService.html
workflow/engine/xmlform/cases/cases_CatchSelfService.xml

If you are familiar with DynaForms from PM2, the XML and HTML code is the same as used for DynaForms. You have to set the variables in the PHP file and pass them to fields in XML file.