Posted: 25 Nov 2016 7:18 EST Last activity: 26 Aug 2020 8:17 EDT
How to edit pyCaseInformation
How do I edit the section "Case Information" below ? I would like to display a short summary of the case, but I have no clue how to edit this section. The liveUI shows that the section "pyCaseInformation" is used, which includes the section "pyAutomaticallyGeneratedCaseDetails". I have trouble finding documentation about those sections.
Define all the fields that you want to show as part of short summary. pyAutomaticallyGeneratedCaseDetailssection will automatically pick all the fields and show them in review mode. (Check screenshot below on where to add fields)
Other way is to override pyCaseInformation section and remove the pyAutomaticallyGeneratedCaseDetails section reference and add all the relevant summary data in pyCaseInformation section
Both are correct ways of implementing this requirement but first one is preferred if you are looking for a summary with plain list of fields without much of UI involvement.
Go with second one if you need to show more data than the existing fields in Case (e.x. pulling data using Data page).