Table of Contents

Customizing the case icon


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Customize the icon for each case type in your application to help users identify cases more quickly.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Settings tab, click General.

  3. Click Change icon.

  4. Click the icon that you want to select for your case type, and then click Done.

  5. Click Save.

The icon that you select overrides the previous icon provided on the Application Form.

  • Creating cases

    Meet your business goals by creating cases that users of your application, such as customer service representatives (CSR) resolve to achieve a specific outcome. When you create a case, you ensure that CSRs can perform their work by collecting and processing information from customers.

  • Changing the case ID format

    Change the case ID format to help case workers distinguish between instances of different case types.

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