The Fields tab determines which intake questions requestors see and which they must answer.
- Open the case request form in Settings > Public Forms and select Fields.
- Use Visible to include a supported field.
- Use Required when the requestor must provide that information. Hiding a field clears its required setting.
- Enter a custom label where offered to make the question clearer to your audience.
- Save and inspect the public form to confirm the resulting questions and validation.
- Client and contact: company, country, address, contact name, email, and phone fields.
- Case details: case type, services requested, claim/reference number, dollar or hour budget, notes/instructions, and additional information.
- Subjects: primary subject, additional subjects, and subject photo options.
- Supporting files: file upload visibility, requirement, size, and type rules.
Consider the connected configuration
Case type is a core intake selection. Available services and additional information can depend on the selected case type and its configuration. Organization-level Case Request Settings also include client address and phone requirements. Review both levels if the public form asks for information you did not expect.
A requested budget expresses intake information; review it before treating it as the accepted scope of work.