Displaying Preferred Case Details in Patient CRM

To streamline workflows and boost productivity, organizations can choose to display additional Preferred Case Details fields to end users. This additional information empowers users to triage, route, and resolve issues faster.

Up to six customer-defined Preferred Case Details fields can be added to Case Details views. These fields display in addition to the default Case Details fields in the Service Center console's left pane, which provide easy access to the details end users often access.

Who can use this feature?

Related Topics

Classifying Cases in Patient CRM

Searching in the Case Inbox Tab in Patient CRM

Configuring Preferred Case Details for

To configure this feature:

  1. Ensure Configuring Patient CRM is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.

  5. Grant the following permissions:

    Object Object Permission Object Types Fields Field Permission
    console_application_settings__v Read All applicable object types preferred_case_details__v Read

  6. Navigate to Business Admin > Objects > console_application_settings__v.

  7. Select the console_application_settings__v record.

    Preferred Case Details only apply to the default record.

  8. Populate the preferred_case_details__v field with a double-semicolon delimited list of up to six field names from the case__v object. These fields display in Case Details sections in the listed order, after default fields.

  9. Use the format object__v.field__v;;object__v.field__v. For example: case__v.case_severity__v;;case__v.case_type__v;;case__v.contact_type__v
  10. Both standard (__v) and custom (__c) fields are supported
  11. If adding case_subcategory__v to the Preferred Case Details list, add it as the first list item. This field always displays after the case_category__v field, regardless of position in the Preferred Case Details list.
  12. The following fields display by default and are not configurable:
  13. is_escalated__v (if the case has ever been escalated)
  14. case_category__v
  15. product__v
  16. case_owner__v
  17. case_queue__v
  18. Duplicate or invalid field names are ignored, if included in the Preferred Case Details list

Layout rules are not supported for controlling fields displayed in the left Case Details pane.

Viewing Preferred Case Details as

Preferred Case Details fields display in each of the Case Details views:

  • Case Console - Left Pane
  • Case Inbox - Case Cards
  • Case Inbox - Case Preview