Create and Edit Defined Submission Forms

You can create and edit custom submission forms in your System Settings. Defined submission forms allow you to select specific classifications, with associated custom fields, to include on the form. Custom submission forms can be applied to Investigation tasks.

  1. Go to Settings > Tables > Defined Submissions.
  2. Click Create.
  3. Type a title.
  4. Select the Form template type.
  5. Add classifications, as appropriate.
  6. Click Save.

Edit a custom submission form by selecting a form and clicking Edit. Changes to a saved submission form only apply to unsaved/unsubmitted forms.