Customize how you organize case data by designing custom tab layouts. Define tab sections and group related information together for a more precise and more focused case experience.
Add or remove custom tabs from cases automatically, controlling when tabs appear in a case to surface the most relevant data at each stage of investigation.
Custom case tabs can only be created manually in Cases settings.
If a custom tab contains a custom field that does not exist in a particular case, it won’t appear in the case’s custom tab view.
If a tab is renamed or deleted in Settings, all its existing instances will be removed from cases to which it was previously added.
Add a custom tab to a case
Once a custom tab has been created in a workflow or in the Cases settings page, it can be added to cases.
Add step: Drag and drop the Add custom tab to case step to your canvas.
Configure parameters:
In the Case ID field, enter the case ID or retrieve it from the workflow context.
For Custom tab name, enter the custom tab you want from workflow context or choose from the drop-down.
Remove a custom tab from a case
Add step: Drag and drop the Remove custom tab to case step to your canvas.
Configure parameters:
In the Case ID field, enter the case ID or retrieve it from the workflow context.
For Custom tab name, enter the custom tab you want from workflow context or choose from the drop-down.
Get custom tab details
Retrieve the details of a custom tab’s sections and fields.
Add step: Drag and drop the Get custom tab by name step to your canvas.
Configure parameters: For Custom tab name, enter the name of the desired tab.