Configure a case, document, or contact page (for admins)

If you have the CONFIGADM access rights, you can configure case, document, and contact pages, including their meta data fields, for your end users.

You can configure pages for each case category, contact type, and document type (main or supplemental).

Configure a case, document, or contact page

1. Open a case, document, or contact page.
2. Click Edit in the upper right corner to enter page configuration mode. While in configuration mode, you can:
• Click Add widgets in the upper left corner to open a list of the available widgets that you can drag and drop to a location in the dashboard.
• Move the widgets that are currently in the dashboard by dragging and dropping them to a new location. 
• Click Edit widget in the upper right corner of a widget to edit it. In the Configure widget dialog, you can:
  • Drag and drop the displayed fields to new positions to reorder them.
  • Drag and drop the fields from the Available fields pane to the case creation preview pane to add them.
    Tip: In the Available fields pane, search for the needed field using the search bar.
  • Click to remove an existing field, or drag and drop it from the page preview pane to the Available fields pane.
    Note: You cannot remove the fields that are marked as required.
  • Click over a field, to make (or unmake) it read-only.
  • Click over a field, to make (or unmake) it required.
  • Click and drag the button in the lower right corner of a field to resize it.
  • Click Save to save your changes (or click Cancel to discard your changes).
• Click Remove widget to remove a widget.
• Click and drag the button in the lower right corner of a widget to resize it.

3. Click Save configuration when you are finished customizing the page (or click Dismiss to close the exit configuration mode without saving your changes, or click Restore to restore the page configuration to default settings). Your saved configuration changes will apply immediately.