Additional Information

Some of your cases may require additional information (in the form of characteristics). For example, a high-bill complaint may require at least one bill. When you set up a case type, you can define the additional fields that are required. In addition, you can define default values for these fields.

The case functionality also allows you to require characteristics when a case enters a given state. Refer to Required Fields Before A Case Enters A State for the details.

Note:

Requiring supporting documents. Because any type of characteristic can be referenced on a case, you can require references to supporting documents by requiring a file location characteristic.