About the Case Roles Form

This service stores the set of roles that can be specified for case assignees. These options appear in the Primary Assignee Role drop-down list on the Cases form and in the Role drop-down list on the Case Assignees form.

Attachments Tab

The Attachments tab lists any files relevant to the Case Roles record.

General Tab

Name (required)

The name of the Case Role.

Description

A description of the Case Role.

Rank

Specifies the relative rank of this role when compared to other Case Roles.

Active

Indicated whether the Case Roles record is Active in the system. Only active case roles appear in the in the Role drop‑down list on the Case Assignees form.