General

The General tab configures case-level settings that affect how the case behaves across the application. These settings include case handler assignment, external start forms, and document upload handling.

---

Configuring general settings

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the General tab

General tab overview

Settings on this tab can only be modified in draft versions. Published versions are read-only.

Link upload process to case

Select which process should handle file uploads for this case type. When users upload documents to a case, the selected process is started to handle the upload.

Upload process configuration

Property	Description
Process	The BPMN process to start when files are uploaded to cases of this type

Leave empty if document uploads should not trigger a process.

Case handler

Configure whether cases of this type can be assigned to a handler (case worker) and whether tasks should automatically be assigned to the case handler.

Case handler settings

Property	Description
Case type can have a handler	When enabled, cases can be assigned to users. This enables the assignment UI in the case detail view.
Automatically assign user tasks to the case handler	When enabled, new user tasks are automatically assigned to the current case handler. Only available when "Case type can have a handler" is enabled.

External start form

Configure an external form URL that users can access to start new cases. This is useful when case creation happens through an external portal or citizen-facing form application.

External start form settings

Property	Description
External start form enabled	Toggle to enable or disable the external form link
URL of external start form	The full URL where users can access the form (e.g., https://forms.example.com/request)
Description	Label shown in the "Start new case" modal as a clickable tile. When users have multiple ways to start a case (external form + linked processes), this text helps them identify the external form option.

When enabled, click Save to apply changes.

Missing plugin configurations

When importing a case definition from another environment, plugin configurations referenced in process links may not exist in the target environment. When this occurs, a notification appears at the top of the General tab allowing you to map the missing configurations to existing ones.

For each missing plugin configuration:

1. Select an existing plugin configuration from the dropdown

2. Click Save to apply the mapping

This resolves the "Needs configuration" status shown in the case list.