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Automatically Embed Details in Case Descriptions

Learn how to embed details directly in case descriptions to spotlight critical case details using workflows.

Display custom field and observable details directly in a case description. Embedded mentions give high visibility of key details, without switching tabs or scrolling through the full case context.

Embed details automatically through a workflow, or manually in a case.

How to use

Add embedded observable or custom field mentions automatically in the following workflow steps:

  • Create a case: Add the Case description optional parameter to the step, and enter the relevant mentions in the field.

  • Create a case from JSON: Include the relevant mentions in the case description when creating a case from a JSON payload.

  • Create a case from template: Add the Case description optional parameter to the step, and enter the relevant mentions in the field.

  • Change case description: Enter the relevant mentions in the Case description parameter.

Use the following structure in the Description field:

  • For observables, use [mention://observable/<observable_ID>]

  • For custom fields, use [mention://custom_field/<field_name>]

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