# Add Customer Case

Customer case describes the process any customer service organization uses to handle, route, resolve, and report on customer issues (cases) using forms that were created previously on form management.

To be able to add a customer case, the first thing to do is to make sure the form has been created. To view the step-by-step how to create form, please refer to the *form management* page section *form builder* or click [here](https://docs.3dolphins.ai/5.1.x/customer-service/form-management/form-builder).

![Form Builder](https://2268349083-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MQW0KuIXIrbbwWiGjft%2F-MQWG3LcXTaBxgk0Ouss%2FScreen%20Shot%202021-01-08%20at%2016.11.45.png?alt=media\&token=b3033d4e-bcc2-494c-941c-dc643cd27346)

After making sure the form has been created, the second thing you have to do is make sure that the form you have created has been assigned to the group. To view the step-by-step assignment form, please refer to the document on the *user management* page section *how to assign form in group* or click [here](https://docs.3dolphins.ai/5.1.x/administration/user-management/group#how-to-assign-form-in-group).

![Assignment Form](https://2268349083-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MQW0KuIXIrbbwWiGjft%2F-MQWGg8Sg3IfU8ZpQG6Q%2FScreen%20Shot%202021-01-08%20at%2016.14.28.png?alt=media\&token=a5d7a885-e462-4ffd-9cca-8c5c7a1b5ec9)

After the two things above have been done, you can add the customer case in each ticket that you handle as needed, by way expand all ticket > select ticket > click the ***ticket activity*** > click ***add customer case*** button, and select form.

For example, select form *new registration* and you will see a pop-up of form registration such as images below.

![Add Customer Case](https://2268349083-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MQW0KuIXIrbbwWiGjft%2F-MQWHU5Tpjvsadz0G7aj%2FScreen%20Shot%202021-01-08%20at%2016.17.57.png?alt=media\&token=a205924d-72ce-4bd1-88c2-f6770e043367)

Fill in the fields according to the information needed, and click *'submit’* button. If the form is successfully submitted, form will saved in the customer case, such as images below.

![Customer Case Submitted](https://2268349083-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MQW0KuIXIrbbwWiGjft%2F-MQWIACM8aWEY_QCYcG_%2FScreen%20Shot%202021-01-08%20at%2016.19.52.png?alt=media\&token=e9daf6c1-15a8-4695-b56e-1d1ef7813fdb)

And form also will be entered on list task on the *form management.* In this feature, Supervisor can ‘*Approve*‘ or *‘Reject‘* form.

![Form Management (Supervisor)](https://2268349083-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MQW0KuIXIrbbwWiGjft%2F-MQWIVav0qejR3FarfDP%2FScreen%20Shot%202021-01-08%20at%2016.22.02.png?alt=media\&token=2640b47e-b610-41a4-9b57-555aea3fb090)