Case line item page

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • The case line item page displays information about a case line item associated with a case.

    The case line item page shows the details of a case line item, including customer and product information, the requested change to the ordered quantity, the shipping location, and estimated dates.

    Case line item page tabs

    The case line item page includes the following tabs:
    • Details: Displays the case line item details, including order and account information, ordered and requested quantities, and shipping information.
    • Tasks: Displays the tasks created for the case line item.
    • Characteristics: Displays the specific characteristics of the case line item.

    Contextual side panel

    The contextual side panel on the case line item page includes different tools that agents can use to research and resolve customer issues. The contextual side panel on the case line item page includes the following tabs.
    • Record Information
    • Attachments
    • Templates

    Case line item page UI actions

    The case line page includes the following actions.

    Table 1. Case line page actions
    Action Description
    Create case line task Appears in the case line item action bar.
    To create a case line task:
    1. Select Create case line task to display a Create New Case Line Task record in a separate tab.
    2. Enter information in this record and select Save to create the case line task record.
    Case line tasks are added to the Tasks tab on the case line record.
    Save Appears in the case line item action bar. Selecting this action saves changes to the case line item record.
    Delete Appears in the More actions menu. Selecting this action displays a confirmation pop-up window. Select OK to complete the delete action.
    • Agent role: can delete case line item records in Draft state.
    • Admin role: can delete case line item records in any state.