How do I Create Custom Table in Cases?

Updated on December 16, 2017 11:09PM by Admin

Customize App allows you to add tables based on your business requirements. In Cases app, you can create a custom table with the columns you want to display and share it with Customers, Contacts, Leads, Opportunities, and Projects. Lets have a look at the following steps.

Steps to Create Custom Table for Cases

  1. Login and access Cases app from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
  3. Drag and drop the “Table” section which is under the “Palette" option.
  4. In table section, you can drag and drop your own custom fields with text, drop down, etc
  5. Inspector tab allows you to enter the details of the selected specific field and also with more functionality to enhance the work flow. For instance: Cases Details
  6. By enabling the toggle buttons under “Sharing” section in “Inspector” tab allows the user to associate that custom table with Contacts, Customers, Leads, Opportunities and Project App.
  7. Using “Table Color” option you can set a background and text color for that custom table.

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