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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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displayNameConfigure Case Link Types
nameConfigure Case Link Types
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displayNameCase Link Creation
nameCase Link Creation
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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.

  

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displayNameCase Details Panel Full Size Widget
nameCase Details Panel Full Size Widget
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displayNameDetails Panel Extension
nameDetails Panel Extension
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