Header

The Header sub-tab configures the fields shown at the top of a case's detail page — for example, key applicant or case details that should be visible at a glance, regardless of which tab is selected.

The header supports exactly one Fields widget, laid out in up to four columns. Each column can contain any number of fields, each showing a label and a value resolved from a path on the case or document.

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Configuring a header

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, then the Header sub-tab

Header sub-tab empty state

Adding a header widget

1

Click Add widget

2

Since Fields is the only available widget type for the header, select it and click Next

Add widget wizard type step

3

Configure the widget content. Fields are organized into columns — use the + tab to add another column (up to four), and Add field to add a field row within a column:

Add widget wizard content step

Property	Description
Title	Label shown above the field's value
Display type	How the value is formatted: Text, Yes/No, Currency, Date, Date and time, Enumeration, Number, Percentage, or Link
Value	Path to the case or document property to display, selected from a dropdown of available paths or typed manually
Ellipsis character limit	For Text fields, truncates long values with an ellipsis after this many characters
Hide when empty	Hides the field entirely if its resolved value is empty

Some display types reveal additional options, such as a currency code for Currency, a date format for Date, or repeatable value pairs for Enumeration.

4

Click Save

Only one widget can exist in the header. Once configured, Add widget is disabled — edit or delete the existing widget via its row's overflow menu (⋮) instead:

Header with configured widget

The header widget has no separate widget title, icon, width, or JSON editor options — it always spans the full header width and is edited only through this form.