Case view component

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

    • Displays a detailed view of all case-related activities that help you to make effective decisions and act on a case. It also displays an activity tab and an attachments tab for case management.

    You can enable playbook guided experience in the Case view component within a case record. When enabled, it adds a process tab that displays relevant playbooks for the case record. Enabling a playbook streamlines complex workflows, confirming users follow a predefined series of steps to resolve any case.

    The Case view component includes essential case details such as case number, status, priority, created on, and last updated.
    Note:
    This component can show the records from any extended table of case or task table.
    Figure 1. Case view component
    Case view component instance displaying case-related activities in the Preview tab.
    Figure 2. Case view for onboarding playbook case
    Case view component instance displaying playbook case-related information in the Preview tab.