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Configure case management › Case management › Organize agent workspaces › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure a Case form view

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.

Before you begin

Role required: admin

Procedure

  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.

    Note: 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.

    Note: 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.

Related topics

Create and delete views