What is the Case Info module?

The Case Info module is a prebuilt component that can be added to a Case Template. It displays information on case status, case assignee, and Service Level Agreements (SLA). You can customize when fields are displayed on the module and define logic that governs when it appears.

A Case Info module provides an overview of important case fields to help you and your team quickly view essential case information.

How do you add a Case Info module?

1. Navigate to the Dashboard, and click on Cases > Templates.

2. Find and click on the Case template you want to edit, or Create a new template.

3. Navigate to the Tab you want to add a Case component to. Click an empty space to view the Component Library.

4. In the right toolbar, search for ‘Info.’

5. Drag and drop the Info module into your Case Layout and reposition it by dragging it around.

   

6. Click on the Info module on the right toolbar you can customize how information is displayed on the module.

   1. Under Fields, you can add, remove and rearrange the fields that will display on the Info module. Learn more about Info Fields below.
   2. Under Module Layout, you can change:
      1. Dynamic height: Module will grow or shrink to fit its contents.
      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.

7. Click the “Delete” button if you want to remove the component from the Case Layout.

Plans Explained

Case Info module component by plan

Learn more about pricing and plans.