What is the Markdown module?

The Markdown module is a prebuilt component that can be added to a Case layout. It lets you display custom text, like instructions, using markdown syntax. You can define logic that governs when it appears.

The Markdown module is often used to include directions for those reviewing cases or to create titled sections for further organizing the case layout (i.e. this section is about an end user’s location details, this other section is about the end user’s verification attempts).

How do you add a Markdown module?

This module is added and arranged on the Layout page. For a general overview of how the Layout page works, see Cases: Layout Editor.

1. Navigate to the Dashboard, and click on Cases > Templates.

2. Find and click on the Case template you want to edit, or + Create Template to create a new template.

3. The Layout Editor opens with the Component Library in the right panel. Click an empty space to view the Component Library.

4. In the right toolbar, search for ‘markdown.’

5. Drag and drop the module into your layout and reposition it by dragging it around.

   

6. Click on the Markdown module on the right toolbar you can customize how information is displayed on the module.

   1. Under Settings, you can edit the content of the Markdown module in the Markdown Input text box. Learn more about the Markdown module below.
   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 requirements. You can read more about Visibility Configuration here.

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

Plans Explained

Case Markdown module component by plan

Learn more about pricing and plans.