Persona Help Center
What is the Case Report module?
The Case Report module is a prebuilt component that can be added to a Case Template. It displays all Reports attached to the Case. You can attach a Report by using the Attach Object to Case step in a Workflow. You can customize when fields are displayed on the module and define logic that governs when it appears.
How do you add a Case Report Module?
- Navigate to the Dashboard, and click on Cases > Templates.
- Find and click on the Case template you want to edit, or Create a new template.
- Navigate to the Tab you want to add a Case component to. Click an empty space to view the Component Library.
- In the right toolbar, search for ‘Report.’
- Drag and drop the Report module into your Case UI and reposition it by dragging it around.
6. Click on the Report module on the right toolbar you can customize how Report information is displayed on the module.
1. Under Settings, you can select which Report type to display from the dropdown menu.
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 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 Report 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 Report 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 Report 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.
3. Under **Advanced Options > Module Enablement**, you can define custom control conditions that determine when the **Report 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 **Report 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.
- Click the “Delete” button if you want to remove the component from the Case UI.
Plans Explained
Case Report module component by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Case Report module component | Limited | Available | Available | Available |