Configure a Case form view

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.