> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xsiam/configure-cortex-xsiam/customize-cases-and-issues/customize-case-fields-and-layouts/case-layouts/create-rules-for-case-layouts.md).

# Create rules for case layouts

Create Cortex XSIAM case layout rules to apply custom layouts based on case severity, source, and other criteria.

Create Cortex XSIAM case layout rules to apply custom layouts based on case criteria. For example, assign a specific case layout to high-severity cases.

You can create multiple case layout rules. Cortex XSIAM checks each rule until one applies to an incoming case. Content pack layout rules appear first by default. Drag and drop rules to change their order. Filter rules by name, description, rule, layout, or source. If no rule applies, Cortex XSIAM uses the default case layout.

To edit or delete an existing case layout rule, right-click it in the list. Then select **Edit** or **Delete**.

{% hint style="info" %}
Case layout rules support Scope-Based Access Control (SBAC). The following parameters apply to editing access.

* If **Scope-Based Access Control (SBAC)** is enabled and **Endpoint Scoping Mode** is set to restrictive mode, you can edit a rule if you are scoped to all tags in the rule.
* If **Scope-Based Access Control (SBAC)** is enabled and **Endpoint Scoping Mode** is set to permissive mode, you can edit a rule if you are scoped to at least one tag listed in the rule.
* As a scoped user who has editing permissions to a rule, you can change the order among other rules that are locked.
* If a rule was added when set to restrictive mode, and then changed to permissive (or vice versa), you will only have view permissions.
  {% endhint %}

### Create a Cortex XSIAM case layout rule

1. Select Settings → Configurations → Object Setup → Cases → Layout Rules → **New Rule**.
2. Enter a **Rule Name**, select the custom or out-of-the-box **Layout to Display** if the rule is met, and provide a **Description**.
3. Search for cases matching the case layout rule criteria. For example, search for cases from a specific case source.
4. Click **Create**.
5. Repeat as needed to create multiple rules.
6. Click **Save**.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://cortex-docs.paloaltonetworks.com/cortex-xsiam/configure-cortex-xsiam/customize-cases-and-issues/customize-case-fields-and-layouts/case-layouts/create-rules-for-case-layouts.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.