Arrange the details panel on a support case

The details panel on the right of a case works like the panel on a customer card: you can put the cards and fields in the order you work through them, and an administrator can add or hide the workspace's own fields right there.

Change the order

1. 1Open a case.
2. 2At the bottom of the details panel, choose ⟦Redigera layout⟧.
3. 3Drag a card or field by the handle on its left to where you want it.
4. 4Choose ⟦Avsluta redigering⟧.

The order is yours: it follows you to every case, and your colleagues keep their own. Your workspace's own fields start just above the quick actions until you move them.

Hide a field from the panel

Administrators only. While ⟦Redigera layout⟧ is on, each of the workspace's own fields shows an eye button on its right. Choose it to take that field off the panel for everyone. A hidden field stays greyed out in the list while you edit, so choose the eye again to bring it back.

Hiding only takes the field off this panel. It is still on the new-case form, in imports and in automations. A field that must be filled in cannot be hidden.

Add a field without leaving the case

Administrators only. At the bottom of the details panel, choose ⟦Anpassade fält⟧, add the field and save. It appears on the panel of every case. Add a custom field

The same ⟦Redigera layout⟧ button is where an administrator adds custom tabs to a case. Add a tab to a record page