Required forms and display conditions
Your selection for the Form Type property interacts with the Required and Display field-level properties to affect how users interact with the Case Form to resolve alerts and close case records.
If you allow users to create new cases, they must enter values for all fields marked as Required before they can submit the new case record. If you allow users only to edit cases, the following scenario applies:
- For cases associated with an alert, users must enter values for all required fields before closing the case and resolving the alert. However, when editing (and not closing) a case associated with an alert, users can leave required fields empty and simply update the record. This sets the status of the alert to In Progress.
You can also set a Field Display logic for any field on the form, limiting when that field appears. If you have marked a field as Required but it is not displayed on the form because its Field Display logic was not met, that field is not required to resolve and close the case.
