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Forms

Permission required: Any of form.template.read, form.template.create, form.template.update

Forms allow you to collect structured information from clients or team members. A form can be attached to a workflow step, automatically surfaced to the appropriate person when that step becomes active.

Navigate to Forms in the left sidebar.

1. What are Forms?​

A form is a questionnaire built in CaseBright's form builder. Forms can be:

  • Client-facing — The client fills out the form through the Client Portal.
  • Internal — A staff member fills out the form on behalf of a client or for internal record-keeping.

Forms are reusable: you build a form template once, and it can be used across many cases.

2. Creating a Form Template​

  1. Navigate to Forms.
  2. Click Create Form Template.
  3. Enter a name for the form (e.g., "I-485 Client Intake Form").
  4. Add fields using the form builder:
    • Click Add Field.
    • Choose the field type (see below).
    • Enter a label (the question text the user will see).
    • Mark the field as Required if the form cannot be submitted without it.
    • Configure any additional options (e.g., dropdown choices).
  5. Drag fields to reorder them.
  6. Click Save.

Field Types​

TypeDescription
Short TextSingle-line text input
Long TextMulti-line text area for longer answers
NumberNumeric input
DateDate picker
Yes / NoBoolean toggle (Yes or No)
DropdownSingle-choice from a list of options you define
Multi-selectMultiple choices from a list of options you define
File UploadAllows the respondent to attach a file
Section HeaderA non-input heading to break the form into sections

3. Attaching a Form to a Workflow Step​

Forms are connected to cases through workflow steps of type Form.

  1. Open a workflow in Workflows.
  2. Add or edit a step and set its type to Form.
  3. In the step configuration, select the form template to use.
  4. Set visibility to Client Visible if the client should fill it out, or Internal Only if staff will complete it.
  5. Save the workflow.

When a case with this workflow is created, the Form step will appear. The assigned person (client or staff) will see a notification to complete it.

4. Assigning a Form on an Active Case​

You can also attach a form to a specific case outside of the workflow:

  1. Open the case.
  2. Navigate to a Form step.
  3. Click Assign Form and select the template.
  4. If the form is client-facing, the client will see it in their portal.

5. Filling Out a Form​

As a staff member​

  1. Open the case.
  2. Click on the Form step.
  3. Click Fill Out Form.
  4. Complete all required fields.
  5. Click Submit.

As a client (via Client Portal)​

  1. The client logs into their portal.
  2. A prompt or task directs them to the pending form.
  3. They fill out the form and click Submit.

6. Reviewing Submitted Forms​

  1. Open the case.
  2. Click on the Form step that has been completed.
  3. Click View Submission.

You can see all answers submitted, along with the submission date and who submitted it. Multiple submissions (if the form was resubmitted) are listed with timestamps.

7. Editing a Form Template​

  1. Navigate to Forms.
  2. Click on the form template name.
  3. Click Edit.
  4. Make your changes.
  5. Click Save.

Note: Editing a form template does not retroactively change already-submitted responses, but will affect new submissions going forward.