---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Edit or view case details

# Edit or view case details on the Workplace Agent for mobile app {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Update a workplace case at any time on the go. The application provides you with all the edit-related options to make relevant changes whenever you want to edit.

## Before you begin

Verify that you have installed the required plugins.

Role required: sn_wsd_case.workplace_agent

## About this task

The application enables you to edit any type of workplace case such as a regular workplace case, maintenance case, move case, space configuration case, and reservation case.

For information about all the details, related lists and actions that are available on a case details page, refer to [Workplace Agent for mobile - Key features, actions, and case details](https://www.servicenow.com/docs/rTWFwfH35oOu9TD0Z_OYdA "The Workplace Agent for mobile lets you manage your workplace cases, maintenance cases, move cases and, tasks associated with them on the go using your mobile device.").

## Procedure

1. Log in to Agent Workplace Service for Mobile application.  
   The launch screen opens with your Work view.
2. On the Work view page, go to any one of the following sections to open the case that you want to edit:
   * My work overview
   * My work
   * Group work
   * Unassigned work
   {#edit-or-view-case-details-agentmobile__choices_i5n_dlt_51c}
3. Select the case that you want to edit.  
   The case details page of the selected case opens separately.
4. To edit the fields of the case, do the following:
   1. Select Edit to edit the case.  
      The Edit case form opens with the existing fields.
   2. On the form, change the fields that you want to edit.  
      You can edit fields based on the type of case you're handling.
   3. Select Submit.  
      The case is edited.
5. To add a comment, do the following:
   1. Select Comment.  
      You can also select the ![more options icon.]() icon on the top-right of the header and select Add comment.
   2. On the Add Comment page, enter your notes and comments in the Work notes and Additional comments (Customer visible) fields respectively.
   3. Select Post.  
      The comment is posted on the case.
6. To perform other actions, select the ![more options icon.]() icon on the top right of the header and do the following:
   1. To attach a knowledge base article, select Attach Knowledge.  
      1. On the Attach knowledge page, search for the article that you want to attach and select it.
      2. Select Submit.
      {#edit-or-view-case-details-agentmobile__ol_cjb_51x_51c}  
      The knowledge base article is attached to the case.
   2. To create a child task, select Create task.  
      1. On the Create a task form, enter the details. For more information, refer to [Create a child task](https://www.servicenow.com/docs/q4C~BBLtV14ugwGA3xJjzg "Add child tasks to a workplace case when needed. The application enables you to create a child task instantly from the case details page.").
      2. Select Submit.
      {#edit-or-view-case-details-agentmobile__ol_ymy_bbx_51c}  
      The child task is created for the case.
   3. To update the checklist of the case, select Update checklist.  
      On the Checklist page, select the checklist items that you want to add. On the page, the selected checklist items are marked as completed.
   4. To update the current state of the case, select Update state.  
      1. On the Update state form, select the state to which you want to update the case.
      2. Select Submit.
      {#edit-or-view-case-details-agentmobile__ol_mb5_rbx_51c}  
      The state is updated.
   5. To view, add, or edit the attachments, select View attachments.  
      1. On the Attachment page, view the list of attachments.
      2. To edit an attachment, select the ![Edit icon.]() icon.
      3. To delete an attachment, select the ![Delete icon.]() icon.
      4. To preview an image, select the image directly.
      {#edit-or-view-case-details-agentmobile__ol_ljc_ccx_51c}
   {#edit-or-view-case-details-agentmobile__substeps_grf_r1x_51c}
7. To save the case for quick reference, select the ![Quick reference icon.]() icon.  
   The case is saved. You can select the Saved tab at the bottom of the screen to view the case.
**Related tasks**   

* [Manage workplace cases and tasks](https://www.servicenow.com/docs/MZrAk_nMWtXt46EQzcMc1g "Track the workplace cases and tasks that are assigned to you and your assignment group. Know the number of cases that are open, critical, and breached at any time. View the details of the case and perform an action accordingly.")
* [Assign an unassigned case or task](https://www.servicenow.com/docs/2EQHkM4l1uQzpLSpABEYmg "Work on an unassigned case or task. Assign the case or task to yourself or to another agent.")
* [Print workplace cases](https://www.servicenow.com/docs/pS~WUyXngd15QZcNWaURKw "Workplace agents can print the workplace case at any time on the go. The case reports contain reservation details, services, and all other relevant information.")
* [Print workplace tasks](https://www.servicenow.com/docs/NVzzissouRzCJkhQmXDCLw "Workplace agents can print the workplace task details related to a workplace case. The task reports contain reservation details, services, and all other relevant information.")
* [Create a child task](https://www.servicenow.com/docs/q4C~BBLtV14ugwGA3xJjzg "Add child tasks to a workplace case when needed. The application enables you to create a child task instantly from the case details page.")
* [Create a workplace case on behalf of an employee through Workplace Agent for mobile](https://www.servicenow.com/docs/VOvD3fEQxVObZYV06e6F_Q "Create workplace cases on behalf of an employee in the Workplace Agent for mobile work view page.")
* [Edit or view a child task](https://www.servicenow.com/docs/naGY4H9~lOzl9GKLiAblPg "View or update a task whenever you want to get the details or update the progress.")
* [Offline mode](https://www.servicenow.com/docs/PZQv4BJ97dzPC5ZHM4I9lg "You can switch to an offline mode and work on your workplace cases in the ServiceNow Agent application. When you work on an offline mode, you can perform any action without an internet connection. Once you turn on to the online mode, the changes are all synchronized automatically. If there are any conflicts, you can resolve them in your outbox.")