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Custom Field in Close Case Dialog

  • August 13, 2025
  • 5 replies
  • 74 views

hisoofun
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I have created a new custom field in close case settings for the analysts to enter while closing the case, but it wont show up in the playbook while closing the case. Someone please help

Best answer by kentphelps

Did you add the field to the "Custom Fields Form" widget?  You want to take a look at Manage custom fields

5 replies

kentphelps
Staff
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  • Staff
  • August 14, 2025

Have you followed the procedure laid out in this doc: Customize the Close Case dialog


hisoofun
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  • Author
  • Bronze 1
  • August 14, 2025

Have you followed the procedure laid out in this doc: Customize the Close Case dialog

Yes I have and I created the custom field, my problem is that the new custom field I created is not there in the playbook close action and therefore there is no point in creating the custom fields.


kentphelps
Staff
Forum|alt.badge.img+11
  • Staff
  • Answer
  • August 14, 2025

Did you add the field to the "Custom Fields Form" widget?  You want to take a look at Manage custom fields


hisoofun
Forum|alt.badge.img+3
  • Author
  • Bronze 1
  • August 14, 2025

Did you add the field to the "Custom Fields Form" widget?  You want to take a look at Manage custom fields

Thank you 🙏 


hisoofun
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  • Author
  • Bronze 1
  • August 18, 2025

Not able to find the dynamic custom fields that i created *smh*