Custom Case Data Definition

The Custom Case Data page allows you to configure fields for case, subject, and sample information that accompanies cases in Connected Insights. The configuration covers field names, data type, restriction status, and the field category. When you upload the custom case data file, the fields in the file must be formatted to match the definition provided on this page. The information appears in the user interface on the Case Details screen and in the JSON and PDF reports in the corresponding sections.

To configure custom case data:

1. On the top toolbar, navigate to Configuration represented by the cog wheel icon.

2. Navigate to Case Data Definition.

3. In the right-side pane, select the Data Type from the drop-down list. This data type can be text, number, or a date. The type impacts the accepted inputs during data ingestion.

4. Enter a Custom Name. This name is the label that appears in the user interface and the PDF report.

5. Choose if you want this data to be Restricted from the drop-down list.

   • Select Yes if the custom case data are sensitive. When you view the Case Details, the data are hidden with asterisks as indicators, and only displays if you select Show/Hide.

   • If the data are non-sensitive, then select No.

6. Select Case, Subject, or Sample as the Associated Entity from the drop-down list. The corresponding data appears in the Case Details and on the PDF report.

7. Use the drag handles to change the order that data are displayed in Connected Insights and the final report.

8. Select Add to add the new custom case data definitions to the PDF report.

9. [Optional] Select the archive icon next to the custom case data definition to archive it so that it no longer appears on the final report.

10. [Optional] Select the X next to custom case data to remove an entry.