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.
Configuring a header
Expand Admin in the left sidebar
Click Cases under the Configuration section
Click a case definition to open it
Click the Case details tab, then the Header sub-tab

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

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:

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.
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:

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