Note The Case Management Settings page is only available to users who have the case_management:admin permissions. For more information about Case Management Permissions, navigate here.
The images below serve as examples of the general settings layout. Your general settings may differ slightly depending on how your case management settings and tables have been configured.

General Settings


Tables

To add custom columns to any Case Management table, first locate the header of the desired table. Click the button next to the table’s tab to open the column options menu. From there, click the Add new column button to create and configure a new custom column.


Cases

In the Cases section of the Case Management Settings, you can manage various aspects of your Cases details:

Alerts

In the Alerts section of your Case Management Settings you can:

Observable Settings

In the Observables section of your Case Management Settings you can:

Attachments Settings

In the Attachments section of your Case Management Settings you can:

Task Settings

In the Tasks section of your Case Management Settings you can:

Custom Table Settings

Custom Tables let you create flexible, user-defined tables within a case—tailored entirely to your specific needs. You can design the table structure, choose the fields you want, and control how and when the table appears, making it easy to manage case-related data in a way that fits your workflow.

Create a Custom Table

1

Navigate to Case Management Settings

In the Case Management Settings, click the ’ Add new table’ button.

2

Name and Describe Your Table

Give your table a name and optionally add a description. Click Create Table.
3

Confirmation of Table Creation

A popup will confirm that your custom table has been successfully created. The new table will now appear under the ‘Tables’ section of the Case Management Settings
The custom table you create will also appear in the Case Management interface alongside the built-in tables—such as Cases, Alerts, Observables, Attachments, and Tasks.
4

Add Custom Columns

Click the next to the response tab and click the ’ Add new column’ button.

5

Fill Out the Field Details

  • Field Name – Enter a name for the field.
  • Input Type – Select the type of input this field will accept (e.g., Text, Number, Time, etc.).
  • Advanced Settings: Default Value – Optionally set a default value to be used when no value is provided by the user. Leave it blank if you don’t want a default.
  • Advanced Settings: Unique Value – Enable this to ensure that all entries in this column are unique within the table. This prevents duplicates for the selected field.
The Unique Value setting is only available for the following input types: Text, Numbers, Users, and Time. Learn more about enforcing unique values here.

Manage Custom Tables

To manage a custom table, click the menu next to the table’s name. From this menu, you can:

  • Edit the table’s name, fields, or configuration
  • Copy Schema to duplicate the structure for use elsewhere
  • Copy Table ID for referencing the table programmatically
  • Delete the table if it’s no longer needed