Overview
With case profiles you can configure exactly which fields get shown to the end user for each case type. To do this we use a combination of CiviPlus "profiles" and the configurations on the case profiles screen.
Firstly create a CiviCRM profile with the fields you need. You should only select fields from the case entity for this to work correctly. Then you can add any number of profiles and specify which case type they should show for (in case you only want certain fields to show for different case types):
What are CiviPlus Profiles?
Firstly what is a "Profile": A Profile is a collection of fields from your database that can be used across all components of CiviPlus. You can add any core and custom fields to a profile, including multi-value custom fields. They can be used to collect data (e.g., data from a Case Application), and to display data to the user (e.g., to display data on the SSP page). We use these to specify the fields that can be added as a block in the SSP My Cases interface for a case.
Configuring case profiles
Case Profiles - The Case profiles settings then specify the fields to be shown for the relevant case types. By selecting a case profile you can specify a block of fields to be shown to end users as per the below:
A new CiviCRM profile named “Basic Case Information“ is created along with the module. This profile is selected by default and the Administrator can add/edit/remove other CiviCRM profiles as well. The newly created profile contains the following fields.
Type (Case type)*
Status
Start date
End date
To add or edit the case profiles:
Click the 'Select Case profile' link
Select the Profile to use and which Case Type as required.
Selecting Profile dropdown will display the CiviCRM profile's available to choose from.
