What is the Case Inquiry module?

The Case Inquiry module is a prebuilt component that can be added to a Case Template. It displays all attached Inquiries on a Case. You can attach an Inquiry to a Case by using the Attach Objects to Case step in a Workflow. You can also customize when fields are displayed on the module and define logic that governs when it appears.

The Case Inquiry module displays related inquiries on a Case and lets you expand each Inquiry to view more details in one consolidated view.

How do you add a Case Inquiry 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 ‘Inquiry.’
5. Drag and drop the Inquiry module into your Case UI and reposition it by dragging it around.

6. Click on the Inquiry module on the right toolbar you can customize how Inquiry information is displayed on the module.
   1. Under Settings, you can select which Inquiry template to display from the dropdown menu. Choose "Any" if you don't have a specific preference, or select a particular template.
   2. Under Fields, you can add, remove and rearrange the fields that will display on the Inquiry module.

1. To move a Field, click and drag the Field to the desired position. 2. To add a Field, type the name of the desired field into the search bar and select the one you want to add. 3. To remove a Field click the toggle button on the right. 4. If you would like to hide any empty fields from the Case view, click the box next to “Hide empty fields” 3. 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 case requirements. If you toggle this on you will have two options to customize visibility. 1. Basic visibility allows you to set rules on the Inquiry module to determine when it will be visible. You can read more about Visibility Configuration below. 2. Advanced visibility allows you to set logic to control when the Inquiry module is enabled or disabled based on custom conditions. Click on the Code block to add more conditions. This feature is intended for advanced users who need fine-tuned control over Inquiry module behavior. If you need assistance configuring these options, please reach out to your Persona point of contact for guidance on setup and best practices.

4. Under **Advanced Options > Module Enablement**, you can define custom control conditions that determine when the **Inquiry module** is enabled or disabled. Click on the Code block to add more conditions.  

This feature is intended for advanced users who need fine-tuned control over Inquiry module behavior. If you need assistance configuring these options, please reach out to your Persona point of contact for guidance on setup and best practices.

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

Plans Explained

Case Inquiry module component by plan

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