Making Templates Available by Case Type

Case-type restrictions help users select reports appropriate for the kind of work being performed.

Configure allowed templates

  1. Open Settings > Case Types.
  2. Edit the relevant case type.
  3. Locate Report Templates.
  4. Select the specific templates to allow, or leave the selection empty to allow all active templates.
  5. Save the case type.
  6. Check the template choices when generating a report from a case of that type.

Empty selection has a specific meaning

No selected templates means all active templates are allowed. It does not disable reporting. When specific templates are selected, only those allowed templates appear for that case type.

Activation is still required

A case-type selection does not activate a draft custom template. Complete its test and activation workflow first.

Permissions

Managing case types requires Full Access and Manage Settings. The user generating the report still needs case access and report/template permissions.

Plan template revisions

When uploading a replacement as a new template, review the allowed-template selection so cases can use the intended version. These restrictions are managed in Case Types, not by editing the template list.