Configure a Case form view

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The Case form contains detailed information about a customer issue or problem. Configure a Case form view to display the desired fields and related lists.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Customer Service > Cases > Create New.
    2. Configure the form layout to add the fields you require.
      For more information about adding fields to a form, see Configuring the form layout.
      Hinweis:
      If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Sold Product field.
    3. Configure the form layout to add the related lists you require.
      For more information about adding a related list to a form, see Configuring the form layout.
      Hinweis:
      If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Affected Install Base Items related list.
    4. Click Submit.