Case Data Display module

What is the Data Display Module?

The Case Data Display module is a prebuilt component that can be added to a Case Template. It displays string, number, or boolean case fields on a Case. You can customize when fields are displayed on the module and define logic that governs when it appears.

datadisplay

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

datadisplaymodule

  1. Click on the Data Display module on the right toolbar you can customize the Data Display module.
    1. Under Headers, you can customize the Title and add a subtitle to the module.
    2. Under Section Configuration, you can add and remove Sections that will display on the Data Display module.
      1. To add a Section, click the “Add section” button.

SectionConfig 1. Click the Pencil button to edit the Section Title. You can also add and remove attributes in the edit screen. To mask sensitive data, check the “obscurable” box—this will replace all characters with “*” on the Case UI. 2. To remove a Section click the Trash Can button DataDisplayEdit
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. visibility 1. Basic visibility allows you to set rules on the Data Display 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 Data Display module is enabled or disabled based on custom conditions. Click on the Code block to add more conditions. visibilityadvanced This feature is intended for advanced users who need fine-tuned control over Data Display 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 **Data Display module** is enabled or disabled. Click on the Code block to add more conditions.
![advancedoptions](//images.ctfassets.net/7fn0srsqjxkr/45QFTgVIQK4P6IJkBbZVu6/72df8947d2afe49283acd1167db14aed/advancedoptions.png)
    This feature is intended for advanced users who need fine-tuned control over **Data Display 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.
  1. Click the “Delete” button if you want to remove the component from the Case UI.

Plans Explained

Case Data Display module component by plan

Startup Program Essential Plan Growth Plan Enterprise Plan
Case Data Display module component Limited Limited Available Available

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