Settings (global)
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      1. Helpdesk
      2. Case Management
      3. Settings (global)

      List presentation

      To give the user a clear overview of what a case is about under “My Cases,” you should configure which fields from the form should be displayed.

      Navigate to Case » Settings » List Presentation.

      list viewList Presentation (2) can include several categories, such as:

        • My Favorites
        • Registered
        • Received
        • To Address
        • To Approve
        • To Follow Up
        • Recently Changed/Recently Registered
      • To manage the administration of display settings more effectively, a good tip is to filter (1) one form at a time, as the List Presentation page by default shows all created forms.
      • From the forms you have filtered, select the fields (3) from the form that fit under each respective heading. (The boxes in the image above are only there to indicate that the fields are clickable.)
      • Case Number, Status, and the form’s Icon (4) are default values that are always displayed in the list view and cannot be deselected. You can rename headings; however, note that the new heading will become the default for ALL forms in the category you modified. Therefore, if you decide to rename, choose a heading that is as general as possible to suit all forms displayed in the category.

      Note:

      Most of the categories (if content exists) are displayed under the user’s section My Ongoing within My Cases.

      my cases_lists

      It is not possible to add more columns to display additional information. However, users can be given the option to view more information about cases using the Preview List View feature.

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      Last updated: 16 January, 2025