Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Customizing the case details section

Updated on February 7, 2022

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.
Before you begin: 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. In the work area, run a case by clicking Save and run.

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

  4. Customize the case details section by doing the following 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 Hide priority and Hide default case data 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.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us