Making cases work in lightning

I couldnt find any clear documentation on how to get cases to just not be total crap in lightning. Tried many times, and failed miserably. finally found a way through lots of googling, and piecing things together. the short answer is that you need feed filters and a console app and then there is hope.

“Enable Case Feed Actions and Feed Items” in support settings

setup case feed filters

try “Enable Unread/Read on Compact Case Feed” - no idea what that does yet…and maybe ‘enable draft emails’ cuz why not.

create a console app, then do normal lighting app builder stuff.

Create a custom send email action

Screenshot 2023-08-30 144552.png

 
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Quirks with case and lookups in field references in visual workflow

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