Case IQ's Translation Copilot will automatically generate translations when a user submits cases, notes, parties, and custom forms in a different language from your application's base language. It will also translate notes, parties, or custom forms for external users if they are available on the portal when an internal user adds those forms to an external case. Internal users can submit a form for translation is needed (see Translate a Case). You can confirm or change your application's base language on the Options page (see Update Application Options).

To set up automatic translation for your application, you will need to:

1. Turn on automatic translation for any dynamic text fields you want the Translation Copilot to translate. 
2. Add the language options you want to be available in your application and portal. 

If the Translation Copilot is enabled for your application, automatic translation is already turned on for the note form’s “Details” field by default. Users will not be able to edit translated fields after the form is initially submitted.

Enable Automatic Translation

You can turn on automatic translation for case, party, and custom form fields that are "dynamic", meaning that you can configure them in the Form Builder. The note form’s “Details” field will already be enabled for automatic translation by default. You can access the Form Builder from the Forms page in Settings:

1. On the Forms page, click the form for which you want to enable automatic translation. You can turn on automatic translation for fields on the case and party forms and custom forms.
2. Click the Edit button on the Form Builder.
3. If you loaded a custom form, click the pencil edit beside the form's name. 
   1. In the form's properties, turn on the “Automatic Translation” toggle. 
4. If you want to add a new field to be automatically translated, open the Field Type sidebar and drag a textbox, text area, or text editor field onto the form. If you want to enable automatic translation for an existing textbox, text area, or text editor field, click the field. 
5. In the field's properties:
   1. Set the “Input Method” to “Submit-Only”. 
   2. Turn on the “Automatic Translation” toggle. 
6. Click Save to create or update the field. 
7. You can turn on automatic translation for 25 fields per form. When you are done setting up automatic translation fields, click the Publish button in the Form Builder.

Add a Language

Adding a language to the application allows internal users or external reporters to select that language option in their user profile or the portal. To add a language option:

1. Click the Add Language button on the Languages page. 
2. On the New Language form, select the language you want to add from the "Language" picklist. All languages in this picklist are supported by our translator tool. 
3. Click the Save button on the New Language form. 
4. Your application will begin generating interface phrases and system notifications for the new language option. You will receive a notification when it is finished. 

New rows for the language option will be available on the Translations page in the Data tab and the System Notifications page. You can update each new interface phrase and system notification with the translated version of the content. After updating all interface phrases and system notifications, your application will display the application's text in the correct language when a user selects the new language option.