Configure the standard ticket page for cases

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

    • You can configure the standard ticket page for customer service cases from where users can view the details of a case in the Service Portal.

    Before you begin

    Role required: sp_admin

    Procedure

    1. Navigate to All > Standard Ticket > Standard Ticket Configuration.
    2. Click sn_customerservice_case, csm_order case, sn_customerservice_task, or customer_project_task which is available by default.
      Note:
      You can add your own case types and add new configurations for the required tables. For more information, see Configure the standard ticket page.
    3. Click here to edit the record.
    4. Edit the fields on the Ticket Configuration form as required.
      For example, you can add tabs to the existing Activity and Attachments tabs in the Info fields field under the Info Region tab.
    5. Click Update.