Icon Glossary
Common actions in Case IQ are represented by icons to simplify the application interface. Please see a glossary of Case IQ icons below:
| Icon | Action |
|---|---|
 |
User profile settings |
 |
Knowledge base |
 |
Notifications |
 |
Search |
 |
Hover to see help text |
 |
Playbook field (includes AI-generated content) |
 |
Automatically translated text |
 |
Field visible to the case's reporter |
 |
Add record |
 |
Save record |
 |
Link record |
 |
Open Clairia sidebar, Case IQ's AI assistant |
 |
Mark as complete or publish record |
 |
Cancel adding new record or editing record |
 |
Edit record |
 |
Delete record |
 |
|
 |
Share file |
 |
Cancel appointment |
 |
Send email |
 |
Reply to email |
 |
See more options for the record |
 |
See more options for the row |
 |
Filter menu for grids |
 |
Add or remove columns on a grid |
 |
Scroll back to the top of the page |
 |
Move grid column |
 |
Sort grid column |
 |
Bookmarked record |
 |
See linked party or profile |
 |
Download file |
 |
View record in new tab |
 |
Content searchable record |
 |
Edit a form field's display rule |
 |
Closed workflow |
 |
Open workflow |
 |
Reopened workflow |
 |
Overdue to-do |
 or 
|
Expand or collapse sidebar |