---
title: "The Details Drawer for Workflow Cases | ThreatConnect"
slug: "the-details-drawer-for-workflow-cases"
description: "This article describes the Details drawer for Workflow Cases and provides information on the actions you can perform from this drawer."
tags: ["Viewing Data"]
updated: 2025-04-30T11:14:18Z
published: 2025-04-30T11:14:18Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Details Drawer for Workflow Cases

## Overview

The **Details**drawer for a [Workflow Case](https://knowledge.threatconnect.com/docs/workflow-cases) in ThreatConnect® provides a detailed overview of the Case, including its [metadata](https://knowledge.threatconnect.com/docs/case-details), [associations](https://knowledge.threatconnect.com/docs/case-associations), [Artifacts](https://knowledge.threatconnect.com/docs/artifacts), and [Notes](https://knowledge.threatconnect.com/docs/case-notes). From this drawer, you can gather context about a Case and determine an appropriate course of action to take in your investigation.

NoteFor information on the **Details**drawer for threat intelligence data objects (Indicators, Groups, Tags, Victims, and Victim Assets), see [*The Details Drawer*](https://knowledge.threatconnect.com/docs/the-details-drawer).

## Before You Start

### User Roles

- To access the **Details**drawer for Cases in an Organization, your user account can have any [Organization role](https://knowledge.threatconnect.com/docs/organization-roles) except App Developer.

### Prerequisites

- To have access to Workflow Cases, turn on Workflow for your Organization on the **Account Settings**screen (must be an Accounts, Operations, or System Administrator to perform this action).

## Accessing the Details Drawer for Cases

Currently, you can access the **Details**drawer for Cases in the following areas of ThreatConnect:

- the [**Search**screen](https://knowledge.threatconnect.com/docs/viewing-search-results)
- [Threat Graph](https://knowledge.threatconnect.com/docs/viewing-details-in-threat-graph)
- the [**Keyword Tracking & Results**card](https://knowledge.threatconnect.com/docs/viewing-intelligence-requirement-details#keyword-tracking-results) on the **Details**screen for [Intelligence Requirements (IRs)](https://knowledge.threatconnect.com/docs/intelligence-requirements)

## Details Drawer Layout

Figure 1 shows the **Details**drawer for a Case. Depending on where you are viewing a Case’s **Details**drawer in ThreatConnect, the drawer’s header will include some or all of the following elements:

![Screenshot of the details drawer for a case](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_The%20Details%20Drawer%20for%20Cases_7.9.0.png)

- The Case’s ID number and name.
- **View case in new tab![Open in New Tab icon](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Open%20in%20New%20Tab%20icon.png)**: Click this icon to [view the full details of the Case](https://knowledge.threatconnect.com/v1/docs/parts-of-a-case).
- **+ Create Custom Report**: The **+ Create Custom Report**dropdown is available only when viewing a Case’s **Details**drawer on the [**Search**screen](https://knowledge.threatconnect.com/docs/viewing-search-results). Click **+ Create Custom Report**to display the following options:
  - **Create New**: Select **Create New**to [create a report for the Case that is not based on a report template](https://knowledge.threatconnect.com/docs/creating-a-report#creating-a-case-report).
  - **Create From Case Report Template…**: Select **Create From Case Report Template…**to [create a report for the Case from a saved Case report template](https://knowledge.threatconnect.com/docs/creating-a-report#creating-a-report-from-a-case-report-template). Then select a saved Case report template to use.
- **Threat Graph**: The **Threat****Graph**button is available only when viewing a Case’s **Details**drawer on the **Search**screen. Click **Threat****Graph**to [view the Case in Threat Graph](https://knowledge.threatconnect.com/docs/viewing-an-object-in-threat-graph).

Below the header, a Case’s **Details**drawer displays the following data in a read-only format:

- **Description**: If a description has been entered for the Case, it will be displayed below the **Details**drawer header.
- **Assignee**: The Case’s [assignee](https://knowledge.threatconnect.com/docs/parts-of-a-case#assignee). If the Case does not have an assignee, this section will be blank.
- **Open Date**: The date and time when the Case was opened.
- **Severity**: The Case’s [severity](https://knowledge.threatconnect.com/docs/parts-of-a-case#severity).
- **Resolution**: The Case’s [resolution](https://knowledge.threatconnect.com/docs/parts-of-a-case#resolution). If a resolution has not been set for a Case, this section will display **Not Specified**.
- **Workflow Template**: The [Workflow](https://knowledge.threatconnect.com/docs/workflows-and-workflow-templates) applied to the Case. If a Workflow has not been applied to the Case, this section will be blank.
- **Case Status**: The Case’s [status](https://knowledge.threatconnect.com/docs/parts-of-a-case#status).
- **Tags**: The [Tags applied to the Case](https://knowledge.threatconnect.com/docs/case-details#tags).
- **Associations**: The Indicators, Groups, and Cases [associated](https://knowledge.threatconnect.com/docs/associations-card-for-cases) to the Case.
- **Potential Associations**: The Indicators, Groups, and Cases suggested as [potential associations](https://knowledge.threatconnect.com/docs/potential-associations-card-for-cases) to the Case.
- **Artifacts**: The [Artifacts](https://knowledge.threatconnect.com/docs/artifacts) added to the Case.
- **Notes**: The [Notes](https://knowledge.threatconnect.com/docs/case-notes) added to the Case.

---

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20165-01 v.01.B

## Related

- [The Details Drawer](/the-details-drawer.md)
