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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Case view component

Displays a detailed view of all case-related activities that help you to make effective decisions and act on a case. It also displays an activity tab and an attachments tab for case management.

You can enable playbook guided experience in the Case view component within a case record. When enabled, it adds a process tab that displays relevant playbooks for the case record. Enabling a playbook streamlines complex workflows, confirming users follow a predefined series of steps to resolve any case.

The Case view component includes essential case details such as case number, status, priority, created on, and last updated.

Note: This component can show the records from any extended table of case or task table.

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Case view component instance displaying case-related activities in the Preview tab.
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Case view component instance displaying playbook case-related information in the Preview tab.