Case fields

Manage Cortex AgentiX system, content-pack, and custom case fields for case layouts.

Cortex AgentiX includes out-of-the-box case fields, case fields from installed content packs, and user defined custom case fields. Case fields can be used for custom case layouts, and for display in the Cases table.

Custom case fields can be exported and imported. To export a single custom case field, right-click on the field in the fields table, and select Export. To export all custom case fields in a single JSON file, click the Export All button above the fields table. System case fields cannot be exported or imported.

After a custom case field is created, it can be edited, deleted, or exported by right-clicking on the row. The field name and field type cannot be changed after the field is created. System fields cannot be edited, deleted, or exported.

Warning

Deleting a case field or uninstalling a content pack containing a case field may affect capabilities based on the deleted field and layouts.