What is the Case Select component?

Case Select is a Case component that can be added to a Case Template. Cases that are created from that Case template allow a Case reviewer to use a dropdown component when viewing a Case. Case reviewers can select one option from a predefined list to update a field value on a Case. The component simplifies decision-making by presenting options in a compact, scrollable format.

A Case Select component is ideal for scenarios where a Case reviewer should select from a predefined list to fill a specific Case field.

How do you add a Case Select component?

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 ‘Select.’
5. Drag and drop the Select component into your Case UI and reposition it by dragging it around.
6. Click on the Select component. On the right toolbar, you can change the settings:
   1. Under Settings > Field key, you can define the fields accepted for selection.
   2. Under Settings > Label, you can change the text displayed above the Select component.
   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 Select component should be displayed or hidden from view based on your case requirements. You can read more about Visibility configuration below.
   4. Under Advanced Options > Module Enablement, you can control when the Select component is enabled or disabled based on custom conditions. Advanced options are typically configured for specific customers by a Persona team member.
7. Click the “Delete” button if you want to remove the component from the Case UI.

Visibility configuration

If you toggle this on you will have two options to customize visibility.

1. Basic visibility allows you to set rules on the Select component to determine when it will be visible. You can read more about Basic visibility configuration below.
2. Advanced visibility allows you to set logic to control when the Select component is enabled or disabled based on custom conditions. Advanced options are typically configured for specific customers by a Persona team member.

Basic visibility configuration

Visibility configuration consist of three main components:

1. Field: The object that will have a condition linked to it.
2. Condition: How the field is compared to the value (e.g., equals, does not equal).
3. Value: The value to test against.

Creating visibility configuration

• AND Statements: Combine multiple conditions that must all be true for the rule to pass. Add these using the "Add" button.
• OR Groups: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking "Add OR Group".

How to use visibility configuration

1. Click on the Select component, and go to Module Layout and toggle the button next to Visibility in the right toolbar.
   1. Click on “Empty rule” to see Visibility configuration.
   2. Create a logical rule by filling in the three boxes following Show if, which correspond to an object, its condition, and its value being assessed, respectively. When that logical rule passes, the Select component is shown.
   3. (Optional) Add additional logical rules by clicking either ”Add” (if you want to add 'AND' rules, where all must be passed to continue) or ”Or group” (if you can also nest a group of OR statements within an AND statement).

Plans Explained

Case Select component by plan

Learn more about pricing and plans.