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Unable to view quick action widget to add in default case view. Please let me know how can I configure it and trigger a playbkook from case

  • February 17, 2026
  • 1 reply
  • 4 views

nikhilgauhri

Unable to view quick action widget to add in default case view. Please let me know  how can I configure it and trigger a playbkook from case 

1 reply

cmorris
Staff
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  • Staff
  • February 17, 2026

Go to SOAR Settings > Case Data > Views. From the Default Case View, select the General tab and drag the quick action widget to the view:

You can then click the Gear icon to configure the widget like so: