Customize Alida Case Settings

Create, enable, and customize case details and customer information fields in the case management system.

1. Click the App Drawer and select Actions.
2. In the navigation bar, click Product Settings > Alida Case Settings.
   
3. In the Case Details or Customer Information section, edit any of the existing editable fields.
   • The Case Details section contains fields that provide details on cases.
   • The Customer Information section contains customer information fields.
   1. If any fields contain sensitive data, check Contains Sensitive Data enabling appropriate purging of data in the future.
   2. Click the Enable toggle to active or deactivate the field.
      Note: Deactivated fields will no longer appear once the toggle is enabled.
   3. Click Edit to edit a field.
      

      On the Edit page of the field, all editable fields can be renamed. However, the following options are only available if the field is a Picklist data type:

      • Delete an option
      • Add a new option
      • Reorder options
4. Optional: In the Case Details or Customer Information section, click Add Custom Field to create a new field.
   1. In the Name field, enter the name.
   2. If any fields contain sensitive data, check Contains Sensitive Data.
   3. In the Type field, select one of the following Data Types.

      Option	Description
      Picklist	A picklist with options can be entered in the field. Use the following fields to customize the picklist. Click Multiselect to select multiple options. In Option Name, enter in the name of the option. Click Add New Option to add another option.
      Number Field	A number can be entered in the field.
      Text Field	A string can be entered in the field.
      Date Picker	A date can be entered in the field.

5. Click Save.

The configured case settings can now be used in an Alida case action.

Parent topic: Case Management