Custom Forms
Capture exactly what matters.
Every process has its own data. Your forms should reflect that — no workarounds, no side spreadsheets.
The spreadsheet that never stops growing.
The system asks for "name" and "description." But your process needs tax ID, contract value, due date, service type, jurisdiction, technical lead, and seventeen more fields that don't exist.
So the spreadsheet is born. Parallel, disconnected, with columns that each person fills differently. "Value" becomes text. "Date" becomes a number. Someone forgets a column. Someone invents another.
Three months later, the spreadsheet has 47 columns, nobody trusts the data, and the report the board asked for takes a week to put together — by hand.
What if every piece of data already had its right place inside the case?
Your process data. In your process format.
Every field, the right type.
Currency is currency. Date is date. Tax ID is tax ID. The system validates automatically. No fill errors, no manual cleanup.
Critical info at a glance.
Choose which fields appear on the Kanban board and case summary. Spot what matters without opening each record.
Organization that makes sense.
Group fields into sections: "Personal Data," "Financial," "Documentation." Collapse what doesn't need to be always visible.
Forms that adapt.
Fields change per stage. In triage, show the basics. In analysis, reveal the details. No screen clutter.
Before and after.
Side spreadsheet with 47 columns
"Value" filled as free text
Inconsistent data across cases
Report built by hand in a week
Critical info buried inside the case
Generic fields that serve no purpose
All data inside the case
Each field with correct type and validation
Automatic standardization across cases
Data ready to filter and export
Key fields visible on Kanban
25+ tailored field types
What you can create
25+ field types. Zero code.
In CaseFy, each template can have up to 200 custom fields — with automatic validation, organized sections, and per-stage visibility.
Text and rich text
Simple, multiline, or fully formatted fields.
Currency and percentage
Financial values with native formatting. Perfect for tracking.
Date, time, and period
Date picker with validation. No dates as text.
Select and multi-choice
Select, multiselect, radio, checkbox — with configurable options.
Tax ID and postal code
Localized fields with masking and automatic validation.
Files and images
Direct upload in the field. Linked to the case automatically.
Signature and rating
Special fields: digital signature and star rating.
Collapsible sections
Group fields into logical blocks. Collapse what doesn't need to show.
If the data matters, it deserves a field.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.