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Customizing the case details section


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Improve the usefulness of the case summary pane by adjusting the number of case details to include only necessary fields.

You can hide the default fields and add custom fields.
Ensure that your application is upgraded with the Cosmos Design System to customize a portal in the phone preview.

The case details section is divided into regions that you can fill with required fields and data. Each region has a name that reflects the region's purpose and the type of information that the region should include. The case details section is divided into the following regions:

  • Additional critical data – displays fields inline.
  • Primary case data – displays fields in two columns.
  • Additional details – displays fields in one column.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. Enter the design mode by clicking Design in the upper-right corner.

  3. Customize the case details section by doing the following actions:

    Choices Actions
    Hide the default fields
    1. Hover over the case details section, and then click the Edit this section icon.

    2. In the properties pane on the right, click Settings.

    3. Select the hidePriority and hideDefaultCaseData check boxes:

    4. Click Apply.

    Add new fields to the case details section
    1. In the properties pane on the right, click the Add icon for the region to which you want to add the field.

    2. From the Fields drop-down list, click the Add to view icon for the required field.

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