Customize Incident Layouts

Customize incident layouts in Cortex XSOAR to view relevant information. incidents incident buttons
It is important to build or customize the layout to ensure that you see the information that is relevant to the incident type. For example, in a phishing incident you want to see email headers, which would not be relevant for an access incident.
While some information might be relevant for multiple incident types, its location in one incident type might require more prominence than in another incident type.
Both system and custom incidents appear in the
Incident Types
page. The incident layout name appears in the
Layout
column.
To customize the layout of a system incident, you can do the following:
  • Duplicate and edit an incident layout, detach the incident type and then edit the incident type to add the new layout.
  • Detach the layout and edit it.
  • Create a new layout, detach the incident type, and then edit the incident type to add the new layout.
You can customize the following display information for existing incidents, and the fields in incident forms, by modifying the sections and fields for each view:
  • Incident Summary
    : Within the incident summary, you can see different tabs that appear for the incident type, some of which can be customized.
    You can customize almost every aspect of the layout, including which tabs appear, the order they appear, who has permissions and which information appears.
    You can add dynamic fields to a layout, such as a graph of the number of bad indicators, their source, and severity. Also, you can use queries to filter the information in the dynamic section to suit your exact needs.
    For the Mobile app, you can select which tabs to appear.
  • New/Edit Form
    : When creating or editing an incident you can add/delete sections, and fields as required.
  • Close Form
    : Add/delete sections and fields when closing an incident.
  • Incident Quick View
    : Add/delete sections and fields in the Incident Quick view section in the incident.
There are several Cortex XSOAR system layout sections and fields that you cannot remove, but you can rearrange them in the layout and modify their queries and filters.
  1. Go to
    Settings
    Advanced
    Layouts
    .
  2. (
    System Incident Type
    ) Detach the incident layout.
    1. Select the check box for the incident layout you want to detach.
    2. Click
      Detach
      .
      When the layout is detached, you can also edit the layout in the
      Incident Type
      tab.
  3. Edit the incident type layout.
    1. Select the incident type whose layout you want to edit and click the layout.
      You are presented with the current layout, which is populated with sample data so you can see how the fields fit.
  4. In the
    Incident Summary
    tab, customize the tabs.
    1. Click and drag the tab to reorder the appearance of the tabs. For example, you can move the War Room tab so it appears after the Work Plan tab.
    2. Configure which tabs appear and for whom, as well as duplicate or remove tabs from the layout, by hovering over the tab that you want to configure.
    3. Click the cog wheel icon.
    4. Click one of the following options:
      • Rename
      • Duplicate
      • Delete
      • Hide
      • Viewing Permissions
        When clicking Viewing permissions, select which roles can view the tabs.
        You can also decide whether you want each tab to appear in the Mobile App, by selecting the
        Show this tab on Cortex XSOAR mobile App if role allows
        checkbox. Only mobile supported tabs have this checkbox (for example,
        Work Plan
        and the
        Evidence
        tabs do not have the checkbox and will not appear in the mobile app). By default, all mobile supported tabs have the checkbox selected.
      Not all of the options are available for each tab.
  5. Add sections to the layout.
    1. From the Library section, in the Cortex XSOAR Sections drag and drop the required sections as follows:
      Section
      Description
      New Section
      After creating a new section, click the
      <Incident Type>
      Fields
      tab and drag and drop the fields as required.
      Cortex XSOAR out of the box sections
      Out of the box sections such as Attachments, Evidence, and so on.
      General Purpose Dynamic Section
      Enables you to assign a script to this section. For example, assign a script that calculates the total number of entries that exist for an incident, and it dynamically updates when new entries are added to the incident.
  6. Define section properties.
    You can determine how a section in the layout appears in the layout. For example, does the section include the section header or not. You can also configure the fields to appear in rows or as cards. For example, if you know that some of the field values will be very long, you are better off using rows. If you know that the field values are short, you might want to use cards so you can fit more fields in a section.
    1. Select the section, click and then click
      Edit section settings
      .
    2. Edit the section as required and click
      OK
      .
    3. Click the save button or
      Save Version
      .
  7. Remove or duplicate a section, by selecting the section, clicking and selecting the relevant option.
  8. Change the information that appears in dynamic sections (for example Bad or Suspicious Indicators):
    1. Select the section, click and select
      Edit section settings
      .
    2. Under Query, enter the parameters by which you want to filter the information that appears.
      For example, to see all indicators of type IP and with a reputation of Bad that were found by a specific source since March 1st 2020, enter
      Type:IP and reputation:Bad and firstseenbyfeed:>="2020-03-01T00:00:00 +0200"
    3. Click
      OK
      .
  9. Add fields and custom buttons.
    To add custom buttons, you need to create an automation and then add the buttons to the layout using the automation. These buttons can simplify and assist an analyst in carrying out various tasks. For example, add buttons for an analyst to self-assign an incident, link or unlink an incident, close an incident as a duplicate, generate a summary report, etc.
    The script that runs when an action button is clicked accepts only mandatory arguments through the pop up window and does not provide an option for any non-mandatory arguments to be filled in when the button is clicked. It is recommended to use a wrapper script to collect and validate arguments in scenarios where there can be a combination of mandatory and non-mandatory arguments for a button.
    In the following example, we will add a button to self assign an incident for an analyst. The automation is included in the
    Case Management - Generic
    Content Pack.
    1. Drag the
      +New Button
      and drop into the relevant section.
    2. Click to configure
      .
    3. Enter a descriptive name for the button, select a color, and select the script that you want to run when the button is clicked.
    4. Click
      Save
      .
      In the
      Incident Summary
      tab, when clicking on
      Assign To Me
      , the incident will be self-assigned.
  10. Add required sections and fields in the
    New/Edit Form
    ,
    Close Form
    , and
    Incident Quick View
    tabs.
  11. (
    System Incident Type
    ) If you have created a copy of the layout, add the layout to the incident.
    1. Go to
      Incident Types
      .
    2. Select the incident type and click
      Edit
      .
    3. In the
      Layout
      field, from the drop down list, add the customized layout.
  12. (
    Optional
    ) For a customized system layout, you can contribute it to the Marketplace.
    1. In the
      Layouts
      page, click the new incident type you want to contribute to Marketplace.
    2. Complete the information in the Contribute form and click
      Contribute
      .

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