The Field update module is a legacy module. You can no longer add it to a Case layout. Existing Field update modules keep working and remain fully configurable. For new work, use the Data Display module with editable attributes instead.
What is the Case Field update module?
The Case Field update module is a prebuilt component that can be added to a Case Template. It lets you manually update Case fields with information collected during the review process. You can also customize when fields are displayed on the module and define logic that governs when it appears.
How do you edit a Case Field update module?
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Navigate to the Dashboard, and click on Cases > Templates.
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Find and click on the Case template you want to edit.
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Click on the Field update module on the right toolbar you can customize the module.
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Under Module Layout:
- Dynamic height: Module will grow or shrink to fit its contents.
- 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 case requirements. You can read more about Cases: Visibility configuration here.
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Click the “Delete” button if you want to remove the component from the Case layout.
Plans Explained
Case Field update module by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Case Field update module | Limited | Limited | Available | Available |