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Case ManagerCase Manager Documentation

Version: i56

Customize the Layout of an Incident Type

For an incident type, organize the incident fields based on what's relevant to the type. For example, for a phishing incident type, design a layout that includes incident fields like subject, sender, and email body.

  1. In the navigation bar, click the menu The menu icon in the navigation bar; three white lines on a green background., select Settings, then select Analytics.

  2. Under Case Management, select Incident Configuration.

  3. To create an incident type or edit an existing type, hover over the incident type, select the More The more menu; three vertical grey dots on a white background. menu, then select Edit.

  4. Design the layout:

    • To add a field to the layout, select a field, then click and drag the field from the left-side column to the editor on the right.

      To find a field, select the search A blue magnifying glass. then enter a search term, or select Sort by: to sort them.

      To create a custom field, click + ADD FIELD.

    • To rearrange fields in the editor, click and drag the fields to where they should be positioned.

    • To remove a field from the layout, hover over the field, then click REMOVE.

  5. Click SAVE.