How do I Highlight Cases?

Updated on May 29, 2020 06:06AM by Admin

Cases App Highlighting feature allows you to identify the main objects. That is using color scheme you can highlight the main objects. This configuration contains background color, text color, and priority score to view your cases.

Steps to Highlighting the Cases

  • Login and access the Cases app from the universal menu.
  • Click on the More(...) icon and select Settings.

  • In the Settings page, click on the Cases and selects the Highlighting.
  • Click on the Create button.

  • You will be redirected to the Create Highlighting page.
  • Enter the Name and the Priority Score.
  • Priority Score will help to Prioritize the Cases based on this highlighting at the tie using multiple highlights. 
Create Highlighting

  • Select the Color for the Background and the Text color from the color picker tool.
  • Add some Description of your references.
Background color

  • In the Criteria, set the condition for the color-coding.
  • By using the Insert attributes, insert the attributes of the cases app to set the condition.
  • Here, the condition is set as if the status of the case is in Assigned then it will be changed to green color.
  • Then click on the Create button.

  • Similarly, set the condition for New cases are in Yellow and the Priority score is 2.
  • Same as the closed case is set in Blue color and the Priority code is 3.
  • You can view the list of Highlights once it is created.
Highlighting list

  • Now, go to the Cases home on the Show all.
  • You can view the Cases background is changed as per the highlighted color on the list.

Home Page