[+]
[+]
[-]
 [+]
  
 [+]
 [+]
  
 [+]
 [+]
 [+]
 [+]
 [+]
 [+]
 [+]
 [-]
  [+]
   
   
   
  [+]
   
  [+]
 [+]
 [+]
[+]
Updated on 12/10/2019
Workflow Documentation
Case List Layouts
Direct link to topic in this publication:

PREVIOUS  |  NEXT

Case List Layouts

Quick Link


Case List Layouts are the tables that appear to users on the following pages:

Note: Users can customize the columns in their tables by selecting the Edit link on the panel.

The Case List Layout workspace displays all standard and custom case list layouts. Note that you cannot delete a standard layout.

To access the Case List Layout workspace:

  • Go to Setup -> Case Management -> Case List Layout.

Edit a Case Layout

[Back to top]

You can add, remove, and rearrange columns in case tables to best meet the needs of your company.

To customize a case layout:
  1. Click Edit of the table you want to customize. 
  2. Find the column you want to add by either:
  • Typing the column name in the search box of the Available Columns panel, or 
  • Finding the field in the list of Standard Fields or Custom Fields.
  1. Do any of the following:
  • To add a column, click the name of the column in the Available Columns lists.
    You can add up to 12 columns to a layout.
  • To rearrange select columns, drag them to the desired position.
  • To delete a column, click
  • To change the number of results displayed in the table, select the number from the Display # results per page list.
  • To reset the table to the previous layout, click Reset
  • To remove all columns from the table, click Clear All
  1. Click Save.

Create a Case Layout

[Back to top]

You can create custom case layouts to use with related case containers and smart list containers in the Form Designer. For more information about configuring containers, see UI Tab.

To add a case layout:

  1. Click Add New.

  2. In the Name field, enter the name for the new layout.
  3. To find columns to add, do any of the following:
  • Type the column name in the search box of the Available Columns panel, or 
  • Find the field in the list of Standard Fields or Custom Fields.
  1. Do any of the following:
  • To add a column, click the name of the column in the Available Columns lists.
    You can add up to 12 columns to a layout.
  • To rearrange select columns, drag them to the desired position.
  • To delete a column, click 
  • To change the number of results displayed in the table, select the number from the Display # results per page list.
  • To reset the table to the previous layout, click Reset
  • To remove all columns from the table, click Clear All
  1. Click Save.