Case app (Modern) (Preview)

Case app (Modern) in Maestro Orchestrate, a role-scoped case workspace with its own site, modern design, and Case Persona permissions.

Case app (Modern) is one of the app types you can choose for a case plan in Studio Web, alongside Case app (Legacy) and a custom coded app built on the TypeScript SDK. It keeps the same case-centric purpose — case workers and managers view cases, act on tasks, and track SLAs — but is built as its own site, separate from the Maestro Orchestrate canvas, with a modern design and permission-scoped access.

Note:

Case app (Modern) is in Preview and available on Automation Cloud only. It isn't available on Automation Cloud Dedicated, Test Cloud Dedicated, or Automation Suite.

Access control

Case app (Legacy) applies no persona or role scoping — anyone in the tenant can see every case, and the only checks are on Orchestrator task permissions (task admin vs. assignee).

Case app (Modern) enforces Case Persona permissions: pages and controls are shown according to the signed-in user's Case permissions, and the backend enforces the same grants. A page the user can't access shows a "No access" screen listing the missing permissions, and a control the user isn't permitted to use is hidden, or shows a no-permission message if attempted.

For the full list of permissions and what each one controls, see Case app (Modern) permissions reference.

Design and navigation

Aspect	Case app (Legacy)	Case app (Modern)
Look and feel	Maestro Orchestrate styling	Modern design with light, dark, and system themes
Navigation	Lives inside the Maestro Orchestrate side panel	Its own app shell: per-app navigation, app switcher, and a profile menu with theme, language, tenant, and organization switch
Landing page	Case list with summary cards (open cases, SLA breaches, compliance, at-risk)	Apps grid, then a per-app home dashboard with stats, up-next work, distribution, and volume over a date range
Case list	Paged grid, 10 rows per page; filters by type, SLA, and state	Infinite-scroll table with assignee, open-action, and case-variable columns; filters by status, type, stage, SLA, and open or overdue actions; pinned cases
Case detail	Overview, Stages, Tasks, Documents, and Comments tabs	Overview, Details, Actions, Stages, SLA, Documents, Activity, and Comments tabs
Actions and tasks	Tasks tab inside the case, with an embedded form	Top-level Actions inbox (open and completed, mine and manage views) with filters by status, priority, SLA, assignee, and case
Settings	Portal settings	Personal settings: language, theme, app order, pinned cases, columns, alert duration, and accessibility

What's new in Case app (Modern)

Capability	Description
Grouped apps	Group one or more case processes under a named app with its own description, icon, and color
AI case summary	A generated summary of the case, which can include case variables
Conversational agent panel	Chat with an agent scoped to the open case
Activity feed by actor	Filter the activity feed by actor type — human, case manager, agent, automation, or document
Dedicated SLA tab	SLA state at the case, stage, and action level, instead of a single badge
Stage board	Planned tasks per stage, with controls to start a stage or select the next stage, and incidents shown directly on the board
Document viewer	Upload and revisions, with a PDF and DOCX preview, in addition to the upload, download, and delete already available in Case app (Legacy)
Case variable filters	Filter the case list, and add columns to it, by case variable
Open in Maestro	Jump from a case to its Maestro Orchestrate instance view

Choosing between Case app (Legacy) and Case app (Modern)

Each case plan's properties panel in Studio Web includes a Case app section where you choose the app type for that case: Case app (Legacy), Case app (Modern), or Build your own. Case app (Legacy) is the default for case plans.

Related topics

• Case app
• Case app (Modern) permissions reference
• Introduction to Case