About fields on the case detail page

The case title.

A classification of the cases and a mandatory field. A case group can have sub-groups, further categorizing the case within the main case group. The content of this field is defined by your organization.

See also:

Case groups and child case groups

An optional classification of a case. The content of this field is defined by your organization.

See also:

Case groups and child case groups

The name of the user who created the case is entered here by default. You can assign a different case handler.

The organizational unit that is responsible for the case. The organizational unit of the current user is automatically inserted by default. You can change it by selecting a different unit from the list.

The content of this field is defined by your organization.

The available case states are defined by your organization.

A description of the case or comments about the case handling.

The creation date of the case is entered automatically. This field cannot be edited.

The date when the case is expected to be closed.

You can define a planned closing date to be earlier than the created date. In such scenario, the field value will be displayed in a red color.

The date when the case is closed.

The name of the user who created the case is entered automatically.

The case number of the previous relevant case (if applicable).

You can enter keywords from the dictionary of your organization on cases, documents, and contacts.

Defines who can view the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

Defines who can edit the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

The organizational unit responsible for case execution.

Classification code to be inherited by case documents. Classification orders and prioritizes data based on its sensitivity. Default classification code is inherited from the case group or from the global value that are set by your administrator. You can override this code by selecting the needed classification from the list.

Indicates which retention policy is assigned to the case. Retention policy defines:

• time during which the case should be retained in the database;
• access code which is required for permanent case deletion.

Indicates until what date a closed case should be retained in the database.

The Retention date is calculated based on the retention policy assigned to the case in the Relative retention period field to the date the case was closed.

The Relative retention period is a field on the applied retention policy. It is found in WorkZone Configurator > Retention > Retention policy.

The main contact associated with the case.

This field is not displayed by default and must be added to the configuration by a system administrator.

System administrators can make this field mandatory and assign to it a default value.

Add or change the primary party