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- The Configure → Workflows, Etc. menu now includes the option to configure Case Link Types.
- The Case Details panel includes a "Links" section, which displays existing Case Links and allows Users to create a new Case Link.
- From any Case Details panel, clicking the plus ( + ) icon in the Links section will open the New Case Link form, which allows the User to create a new Case Link.
- Existing Case Links are displayed as hyperlinks within the Case Details panel, allowing for one-click navigation between the linked records.
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Gliffy Diagram displayName Case Link Creation name Case Link Creation pagePin 13
New Permission: Case Create Restrictions by Case Category
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- A View Full Page icon is now positioned in the top right corner of the Case Details panel, which opens the full-page details view.
- Using the browser's back button will return the User to the standard grid view.
- The full-page details view allows Users to see all Case-associated information and entities, as well as all columns within each section of the panel.
- Selecting any entity from the full-page details view opens the associated details within a smaller panel to the right side of the screen.
Gliffy Diagram displayName Case Details Panel Full Size Widget name Case Details Panel Full Size Widget pagePin 12
Gliffy Diagram displayName Details Panel Extension name Details Panel Extension pagePin 12