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We now have many saved case properties and one thing we can immediately do with them is to reference them in the Case List view.

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You can find details on each of these at Case List and Case Detail Configuration. There are lots of useful designs you can introduce using the appropriate format.

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Update the Display Text until it looks like this: 

NOTES:

    • You can remove properties by clicking on the "X" on the right side of any row.
    • You can change the order of properties by grabbing on the left side of any row and dragging it up and down.
    • Don't forget to save!

Advanced Use of the Case List

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Learn more about configuring sorting and filtering by visiting the Case List and Case Detail Configuration page on the Help Site.

 Go to the next part

Panel
titleGuide to the Advanced Case Management Tutorial
  1. Saving Data to Case Properties
  2. Advanced Case List Configuration
  3. Case Management Window
  4. Referencing Data Loaded from the Case
  5. How to Create an Edit form
  6. Enabling Supervisor Approval Workflows