Formula support for case details

Cases, Storyboard
Daire Finn
Eoghan O'Mahony
Ryan Idowu
Seán Halpin

Now that you can define case content directly from the storyboard, you can use formulas across every case property, primitive, and within case content itself.

Formulas are evaluated at runtime when the case is created. Reference standard keys like INFO and RESOURCE, or upstream event data, to dynamically set values across case elements. You can now insert a formula in:

  • Description and case blocks (via the / formatting menu)

  • Primitives: case name, team, status, priority, assignees, and tags

  • Properties: fields and metadata

  • Activity, relationships, and controls: case actions, linked record IDs, task names and assignees, and case requirement names and conditions

Learn more about our case structure and how to use formatting options.

Daire Finn
Eoghan O'Mahony
Ryan Idowu
Seán Halpin

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