Lesson 7: Editing the application schema

Lesson 7: Editing the application schema

As you can see in the image, you can add, edit or delete fields in the applicant section and also the caseworker section. Moreover, there are 3 steps in the application (Applicant, Project, Economy). You can click on each of those and edit/add fields to each step of the application.

Hint: If you drag a field to the new section field, you will create a new step / pane in the application schema. Likewise you can arrange the caseworker view just like you want on the case.

Do you have additional questions about setting up your account? Drop us a line using the contact form below and we will be happy to assist you.

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