Overview
Customize how you organize case data by designing custom tab layouts. Define tab sections and group related information together for a more precise, focused case experience.
Add or remove custom tabs from cases automatically, controlling when tabs appear to the investigator 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.
How to use
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.
Select the custom tab from the Custom tab name drop-down or from the workflow context.
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.
Select the custom tab from the Custom tab name drop-down or from the workflow context.
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: Select the custom tab from the Custom tab name drop-down or from the workflow context.