Case Tooltips

Workflow enables you to add case tooltips that display additional information about a case to end users. You can configure one or more workflows with specific fields that will display when a user hovers over a case ID for that workflow. See an example of the end result in the screenshot below.

Note: Case Tooltips are different from custom field tooltips that you can configure using the Form Designer. See Edit Custom Field on Form for more information on adding a tooltip to a custom field.

We do not restrict the number of fields you can add to the tooltip.

To customize a tooltip for a particular workflow:

  1. Go to Setup > Case Management > Case Tooltips and Workflow will display the Case Tooltip Customization window. 
  2. Select the desired workflow from the list. Workflow opens a window where you can configure the tooltips. 
  3. Use Search to filter for specific fields if necessary. 
  4. Drag and drop fields from the list of Available Items to the list in the Current Tooltip column.
  5. Drag and drop the fields within the Current Tooltip column to arrange the order that the fields will display to end users.
  6. If necessary, we provide these options you can apply on the Current Tooltip column:
    • Load Default Layout: Reverts the list to the last saved version. 
    • Clear All: Clears all fields from the list.
  7. Click Save to apply your settings. 

    Note: If you want to exit and cancel your changes, click the   Close icon to close the window and Workflow will not save your changes. 

Now, when a user hovers over a Case Key, Workflow displays the tooltip such as in the example below: