For the complete documentation index, see llms.txt. This page is also available as Markdown.

Case details

The Case details tab configures how case information is presented to end users — internal statuses, tags, and the tabs and header shown on a case's detail page.

This includes:

  • Tabs — Which tabs appear on a case's detail page, and their content

  • Statuses — Internal status labels for cases of this type

  • Tags — Labels users can attach to individual cases

  • Header — Fields shown in the case detail header


Configuring case details

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 Case details tab

Case details tab overview

Tabs, Tags, and Header apply to the selected case definition version and can only be edited on a draft version. Statuses are the exception — they apply globally to all versions of the case type, regardless of which version is selected. See Statuses for details.

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